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pdirect- The CustomerType field is a text field(Linked) within the Contacts table as previously mentioned. I quickly tested this out and it seems to work fine. At this point i'm going to suggest going with paid consulting if you are still stuck. -Michael

I tried that already, but now there are no results shown at all no matter what view I'm in and no matter what filter selection I make. And the filter says it's a "text" field instead of a "dropdown".

pdirect- You will need to edit the grid and go to Step 3 of 9, here you can set the filter, which should be CustomerType contains Screen.CustomerType. You will need to add this for all the filter views. -Michael

Mark, Thanks for bringing this up. I was able to duplicate this issue and will create a ticket for it. -Michael

Mark, I'll bring this up in our next meeting so we can discuss making this standard for the screen. -Michael

Hi KatesRealFood- You will need to add the Transasction table as a detached grid to the customer screen. Right now since its attached it only show records for the currently selected customer but if you recreate the grid as detached you can filter it to show records where Entity contains FullName from screen. -Michael

Do you have instructions on how I can make this customer type field actually filter the data?

This feature is not working if the button is placed in a section that is show as a tab.  

Can the filter header be enabled on the Contact and Customer Search Screens?

I THOUGHT I was done after adding the unbound object, but now it won't actually filter based on this field . . . it just displays the list.