CRM

Bernardamus
Contributor

Add Filter options when creating contacts view: AND vs. OR conditions

SOLVE

When creating conditions for a view it turns out that only the AND operator is available for combining different rules. 

Isn't there a way to use an OR operator instead of AND? 

 

Screenshot 2021-05-20 at 08.39.18.png

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Filter options when creating contacts view: AND vs. OR conditions

SOLVE

Hi @Bernardamus,

 

This is currently not supported. There is an easy workaround for this: Simply create an active or static list with the criteria. In this list you can use the OR operator. After creating the list, you can filter your contact view by membership in this list (search "List membership").

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Filter options when creating contacts view: AND vs. OR conditions

SOLVE

Hi @Bernardamus,

 

This is currently not supported. There is an easy workaround for this: Simply create an active or static list with the criteria. In this list you can use the OR operator. After creating the list, you can filter your contact view by membership in this list (search "List membership").

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.