How do I manage Open Queries in Masters?

How do I add an Open Query?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
3.	Hover over the Master Types tab and Click on the Open Queries tab.
4.	Click on the ADD button.
5.	Select client from the list.
6.	Enter Open Query details into textbox.
7.	Click on the SAVE button.
8.	It will show you Popup window. Click on the OK button.

How do I edit an Open Query?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
3.	Hover over the Master Types tab and Click on the Open Queries tab.
4.	Select record from the grid that you want to edit.
5.	Click on the EDIT button.
6.	Enter Open Query details into textbox.
7.	Click on the SAVE button.
8.	It will show you Popup window. Click on the OK button.

How do I delete an Open Query?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
3.	Hover over the Master Types tab and Click on the Open Queries tab.
4.	Select record from the grid that you want to delete.
5.	Click on the DELETE button.
6.	It will show you Popup window. Click on the OK button.
7.	It will show you Popup window. Click on the OK button.

How do I view an Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
3.	Hover over the Master Types tab and Click on the Open Queries tab.
4.	Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
5.	Select filter types that you want to filter. Like filter by keyword, filter by operations, filter by date, filter by client etc.
6.	Click on the FILTER button. It will show you filtered data into grid.

How do I export an Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
3.	Hover over the Master Types tab and Click on the Open Queries tab.
4.	Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
5.	Click on the EXPORT button.
6.	It will show you Popup asking whether you want to open or save file.