Linking Contact Experts with Office Expert

To link a Contact Expert with Office Expert:

  1. Set up a Contact Expert with identical parameters as in an Office Expert report.

  2. Name the Contact Expert, using the naming convention you have decided upon.

  3. The name can be 25 characters in length.

  1. In the Office Expert Setup window, select a report and select Contact Expert in the Action field.

  2. In the Contact Expert field, select the corresponding saved search.

 

Related Topics

Using Contact Experts and Office Expert

Contact Experts and Office Expert -- Terminology and Concepts

Using Contact Experts

Using Office Expert

Hints and Tips for Using Office Expert