Filters and Displays - Key fields to know aboutFollow
Filtering in a View is quite easy, if you know what fields to look for!
We recommend you take the time to look through the list, but to assist we have provided a list of key fields you should know about when building a Filter.
|Key Firm Contact Name||Name||Use this to filter to only Groups belonging to a key firm contact.|
|Key Firm Contact Type||List||Use this with the Key Firm Contact Name to filter to where a specific person is a particular role.|
|Has Primary||True/False||Indicates if the Group has a Primary Contact set. Important for Marketing Lists.|
|Primary Contact...||Multiple fields||If the Group has a Primary Contact you can display the basic details in the View and/or use them to Filter.|
Indicates if the Group has been verified for data integrity.
You cannot publish a group until it is Verified.
|Total Fees (YTD)||$||
Total fees YTD from your fee Connectors (such as APS, MYOB and Xero)
|Total Revenue (YTD)||$||Total fees YTD from all revenue sources (accounting, commission, etc)|
Important that you consider this whenever building a list otherwise you may include or miss key Client records
|Is Primary||Indicates if the Client is a Primary Contact. Important that the Client has at Work and/or Home email|
|Work Email||Used for marketing lists.|
|Home Email||Used for marketing lists.|