How to create and edit Advanced Queries for custom tables

Question: How do I create and edit Advanced Queries for custom tables?
 
Product Details: 
Product Family: Act!
Product: Act! Premium Plus (desktop version only)
Version: v20.1
 

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Answer: 
 
Creating an Advanced Query

1. Click Lookup &gt Custom Tables &gt choose the table you wish to create an Advanced Query for
2. On the right-hand side of the Query Editor, click Add
3. Choose the desired Field Name, Operator, and Value, then click OK
4. If additional field conditions are necessary, repeat steps 2 and 3 as needed
5. If you need to make changes, re-order, or remove conditions, use the following options:
   • Edit an existing condition: select the condition, click Edit, make the desired changes, then click OK
   • Reposition existing conditions: select the condition, then click the Move Up or Move down button, depending on which direction you wish to move it
   • Remove an existing condition: Select the condition, click Remove
   • Remove all conditions: Click the Remove All button to clear out the entire query and start from scratch


6. Once conditions have been entered, you can use the parentheses columns and the “And Or” column to further define the relationships condition to each other.
   
   Note: These function in the same manner as the parentheses and the “And/Or” column options in Advanced Queries for Contacts, Groups, Companies, and Opportunities. For information on these functions, refer to the following knowledgebase article:
   
   How to create, use, and edit an advanced query in Act!
   
    
7. Once you’ve finished defining your query, click Preview to make sure it’s pulling the expected data
8. When you’re done, click Save
9. In the Save As window, name the file, then click Save
10. Click Close to close the Query Editor

For information on performing the Advanced Query once created, refer to the following knowledgebase article:
 
How to perform a lookup or query of Custom Table records

 
 
 
Editing an Advanced Query
 

1. Click Lookup &gt Custom Tables, then choose the table you wish to edit an Advanced Query for
2. Click the open folder icon to open the file browse window, select the query you wish to edit, then click Open
3. Once open, edit using the same methods you would use during the creation of an Advanced query
4. When you’re done making changes, the save icon, give it a new name or save over the original