CRM

NEnd
Member

Can't create a filter for a custom field.

SOLVE

I've created a custom field called 'Lead Source' and I want to create a filter to see all the leads from a specific trade show. When I add a new filter, select my field, and click 'contains exactly,' I am unable to type anything in the text box. I get a red circle with a line through it when I mouse over the text box. What am I missing?

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

Can't create a filter for a custom field.

SOLVE

@NEnd it looks like you're first trying to click, then to type. You need to

  1. Type whatever lead source you want to filter for
  2. Hit Enter

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

Beratungstermin mit Karsten vereinbaren

 

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6 Replies 6
NEnd
Member

Can't create a filter for a custom field.

SOLVE

That's what I thought as well but when I try to enter text, I get this red circle with a line through it and cannot type anything.

 

hubspot_red_circle.png

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can't create a filter for a custom field.

SOLVE

@NEnd it looks like you're first trying to click, then to type. You need to

  1. Type whatever lead source you want to filter for
  2. Hit Enter

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.

0 Upvotes
NEnd
Member

Can't create a filter for a custom field.

SOLVE

Oh wow, you are correct. That was not intuitive at all. Thanks for your help.

0 Upvotes
NEnd
Member

Can't create a filter for a custom field.

SOLVE

The type is single line text. I am clicking on 'advanced filters' on the 'contacts' screen. I included a screenshot below.hubspot_filter.png

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Can't create a filter for a custom field.

SOLVE

@NEnd you should be able to start typing, then hit enter 🙂

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.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Can't create a filter for a custom field.

SOLVE

Hi @NEnd,

 

Which type does your property have? (checkboxes, single-line text etc) Where exactly are you trying to add the filter?

 

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.

0 Upvotes