Filtering not working
SOLVEI'm using the filter section, and it doesn't seem to be recognising the filters I'm putting on.
specifically
: # Primary Company
Then im using multiple companies to remove them from the list, starting with around 600 deals and over half of those are companies i dont want in ther
How many of these filters can be used?
because they seem like there not all working
1 Accepted solution
Filtering not working
SOLVEHi @DEvans48
I'd say the filtering works, but the fact that you have added the additional company filters in the same filter group means one deal needs be associated to all those companies, which will not be the case. You can see in your screenshot the logic operator is AND when in fact it should be OR.
As a general rule of thumb, if you want to exclude a large number of individual companies it might be easier to create a company property and simple work with one filter on that property (e.g. if is set, or has a specific value, or not) rather than adding and excluding individual companies.
Hope that helps.
Frank
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Filtering not working
SOLVEFiltering not working
SOLVEHi @DEvans48
I'd say the filtering works, but the fact that you have added the additional company filters in the same filter group means one deal needs be associated to all those companies, which will not be the case. You can see in your screenshot the logic operator is AND when in fact it should be OR.
As a general rule of thumb, if you want to exclude a large number of individual companies it might be easier to create a company property and simple work with one filter on that property (e.g. if is set, or has a specific value, or not) rather than adding and excluding individual companies.
Hope that helps.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.
|
