Contact Logic for Power List
None
I need to create power lists with criteria from account & contact records. This works well if the contact logic is AND. However, I need OR.
I tried creating the power list using only contact fields (and pulling account fields that way) but it didn't work.
In the contact fields, I need the 1st 3 as AND, but the last 2 as OR. Can't do that right now :-(
The current workaround, as confirmed by support, is to create 2 lists....good thing cloning is now an option
I tried creating the power list using only contact fields (and pulling account fields that way) but it didn't work.
In the contact fields, I need the 1st 3 as AND, but the last 2 as OR. Can't do that right now :-(
The current workaround, as confirmed by support, is to create 2 lists....good thing cloning is now an option
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We have this enhancement in our roadmap. Expected to be part of our Q1 release, will keep you posted on the updates.