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Customer Screen Filters

Last post 12-13-2010 8:49 PM by hmsrpm. 2 replies.
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  • 12-11-2010 3:06 PM

    • hmsrpm
    • Top 500 Contributor
    • Joined on 11-11-2010
    • Ohio
    • Posts 19

    Customer Screen Filters

    Reply Contact

    On the Main Customer Screen I would like to add a filter criteria that excludes leads that are lead status.  I'm trying to set a cretia of isleadstatusonly not equal to yes.  It keeps defulting back to is equal to no.  The problem with this is that Customers entered directly in QBs do not have the field populated with a yes or no value.  The other option is how do I populate the field with a no value?

    Thanks

    Heather

    Heather Studer

  • 12-13-2010 2:09 PM In reply to

    Re: Customer Screen Filters

    Answer
    Reply Contact

    Hi Heather,

    This issue is now resolved.  "no" is treated the same as "null" so the filter "is equal to no" should now work for you.  Please try it out and let us know how it goes.

    Thanks :)

    Wayne

     

    Wayne Barbaza
    Account Manager
    Method Integration
    Toll Free: 1.888.925.6238 ext. 728
    Fax: 416.640.6027
    E-mail: w.barbaza@methodintegration.com
    Website: http://www.methodintegration.com

  • 12-13-2010 8:49 PM In reply to

    • hmsrpm
    • Top 500 Contributor
    • Joined on 11-11-2010
    • Ohio
    • Posts 19

    Re: Customer Screen Filters

    Answer
    Reply Contact

     Wayne,

    That fixed it.  Thanks for making the change.

    Thanks

    Heather

    Heather Studer
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