Importing an inquiry from another database
If your firm is using only one database, inquiries that other employees
create automatically appear on the Inquiry menu if your security settings
allow you access to them.
You only need to import an inquiry when one of the following occurs:
- Another person (such as your
consultant) creates the inquiry in a different database and then exports
it for your use.
- You backed up your custom inquiries by exporting them so that you could install an Ajera update that contains Inquiry changes.
To import an inquiry
- Save the inquiry you want
to import to a location accessible to you.
- From the
> Reports
menu, click Custom Inquiries > Manage Custom Inquiries.
- Click the Import
button.
- Browse to the location where
the inquiry is stored. Inquiries have a file extension of .iq. Select
the inquiry, and click Open.
- Close the Manage Custom
Inquiries window. The inquiry appears on the Inquiry menu for all employees
with security access to it.
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