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naquiyah_cash
naquiyah_cash
Contributor ⭐️⭐️⭐️⭐️
November 11, 2015

Global Filter with filtering by Name

  • November 11, 2015
  • 2 replies
  • 46 views
Hey Guys

Wondering if someone has an answer for this.

1) I want people to use multi filter on certain Account Owners. Currently the only way I can Global filter this is if I add "Account Owner != and check the exclude null check box". This works to bring in all Account Owners (Removing any that are null - not sure i like this) but also we cannot filter for more than one in this case.

1) We also have a CSM Manager field some of our execs want to use the Global Filter on. However when I use the same concept above the accounts that currently have a null against the CSM Manager field get removed.

Is there something I may be missing or this is a GS thing and needs to be moved to an idea?

Thanks

Naquiyah

      2 replies

      sumesh
      sumesh
      Helper ⭐️⭐️
      November 13, 2015
      Hi,

      Just so that i understand, you want the ability to add a global filter that can take more than one input value(in this case CSM names) right?

      Thanks,
      Sumesh  
      naquiyah_cash
      naquiyah_cashAuthor
      Contributor ⭐️⭐️⭐️⭐️
      November 13, 2015
      Hi Sumesh

      Yes correct for question 1.

      For question 2. Its more about the null values. My GS AM did mention a workaround on question 2 which was to create a CSM Manager != Test (Test or anything you type that doesnt refer to a persons name) this will bring back the CSM Managers with nulls. So that work but would like a better workflow on this in the future to be able to select all to then add this to the global filter.

      Hope that makes sense

      Naquiyah
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