Paste list of values into a property filter in Company View
resolver
I want to create a new company view using a copy/pasted list of values as a filter. Usually when I create a list, I can paste a list of values into a filter easily using a semi-colon in between each one.
But I don't want a list of contacts, I want a list of companies.
Is there anything (like a comma or dash) to make the values appear separately, rather than in one long useless string?
Currently, I wasn't able to find a way to complete your specific task in views for companies.
However, I think there is an alternative solution that could work in other property criteria or even a workflow to get the result you need. If you send me more details on how the list of store ids came about and for what purpose they are used I may be able to further answer your question.
✔️ Was I able to help answer your question? Help the community by marking it as a solution.
Paste list of values into a property filter in Company View
resolver
I searched multiple posts and couldn't find a good answer or one that truly worked. I was able to figure it out. instead of a special character use the word OR in between each entry. Good Luck!
I'd encourage you to upvote and comment on this idea. Our Product team is always monitoring this space to create new functionalities in our tool based on popularity.
Best
Sharon
Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success. Don't miss this opportunity to connect and grow—reserve your spot today!
Paste list of values into a property filter in Company View
resolver
Thanks Sharon for bringing this additional tip to my attention! It still requires to tweak the original Excel file though. But 2 workarounds are better than none (yet not as good as actually being able to paste straight into HS from Excel 😉 )
Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success. Don't miss this opportunity to connect and grow—reserve your spot today!