When searching for a query, the list on the Query page can change based on the filters set in the search window and for the filters set for Query Format and Type on the Query page. Try each of the following steps in order until the issue is resolved:

  1. If viewing the query list on the Query page:
    1. In the Type drop-down select <All Types>, and in the Format drop-down select <All Formats>. Note: If the Type and Format drop-downs are not visible on the Query page, from the Tool bar, select View > Collapse Query List.
    2. At the bottom of the Query page, unmark the 'Only show my queries' checkbox.
    3. From the Tool bar, Select View > Refresh Query List.
  2. Ensure the query the user is looking for is marked for others to be able to execute it.
  3. If searching for a query:
    1. On the navigation bar, click Query.
    2. In the 'Quick Find' field, clear it of any information and click the binoculars.
    3. Add the appropriate criteria for the query and click 'Find Now' on the search screen.
    4. Unmark the 'Show merged queries only' checkbox on the bottom of the search screen.
    5. Unmark the 'Exact match only' checkbox on the bottom of the search screen.
    6. Unmark the 'Show query list only' checkbox on the bottom of the search screen.
    7. Select the appropriate query type in the 'Query type' drop-down or leave it blank to search for all types.
    8. Select the appropriate query format in the 'Query format' drop-down or leave it blank.
    9. Ensure the query name is entered correctly, or enter the first few letters of the name.
    10. Leave the Query Description field blank.
    11. Update the Created On field:
      • If you are getting too many results on the search screen and you need to find a query created today, place the cursor in the Created On field, press F3, and click Find Now. Only the queries created today show in the search results.
      • If there are not enough queries in the search results, remove the value from the Created On field.
      • Make sure the correct date is being used.
    12. Leave the Created by field blank.
    13. Ensure the query is the correct type for the function you are performing. For example, Follow-up Letters uses only individual, organization, constituent, and action queries. If the query being selected is a gift query, it does not show on the Search Screen. In addition, when merging queries, the queries must be of the same type. If the primary query is a constituent query, only constituent queries display for the secondary query.
      Note: It may be possible to change the type of the query.
  4. Log into the workstation as a local administrator and update/repair the workstation.
  5. Recreate the query.