I want to filter my partners with a few criteria. Here's an exemple :
- Find all contacts that are Sales managers(only one contact per company),
- If there is no sales managers in a company, show the marketing manager
- And if there neither sales or marketing manager, put any contact
The first can be achieved by using the "Advanced search" in any search view. You will find it at the bottom of the search pop-up. This allows you to filter/search on any field in the object, using any sort of comparison.
There basically is not "IF/ELSE" construction in the search view as far as I am aware of, so I'm not sure the second point is even possible.
Same for this point.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 8/5/14, 10:55 AM|
|Seen: 527 times|
|Last updated: 3/16/15, 8:10 AM|