Dynamic filters, missing fields

Question

Hi, I'm trying to filter leads by "related recruiter" but it's not showing as a field.

I tried checking the Searchable box in settings, but it's still not listed as an option to show as a dynamic filter.
Any ideas? Thanks!

------------------------------Mathew Crist------------------------------

LauraThacker · Answer

When using dynamic filters; you cannot use Numbers - you must use text. Since the [Related Recruiter] is a number, it would be easier to use a text-lookup value from this relationship for dynamic filtering. Check your relationship and make sure you have usable-text Lookup fields displayed in your child-table; and then use one of those as your dynamic filter.

------------------------------
Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
------------------------------

Sign up

Login to the community