It would be great if OR logic can be used with global filters. Here are 2 use cases
- CSM Manager = Bob Smith OR AM Manager = Bob Smith
- A CSM filters on their name in a global filter but needs to add another condition. i.e. CSM Name = Chris Penny or Account Name = XYZ company. This scenario is used when a CSM is handling an account that is not assigned to them or when the CSM wants to include an account that is used for internal time tracking.
Thanks Spencer. In the case of #1, we’d like to use or with different on the dashboard. For example,
CSM Manager = Cindy Stuart
OR
AM Manager = Cindy Stuart
This has come up with some of our regions having a mixed AM/CSM hierarchy structure
Ahhh I see