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Filter valid/invalid Contacts in Accounts

vode
Participant
0 Kudos
228

Dear C4C Experts,

I would like to filter valid/invalid Contacts in an Account. Therefore I've a custom "Valid to"-Field which is displayed as an text field to filter for a specific date and the standard filter options like "Current Year"/"Last Year"/"Last Month" and so on.
I've created an Account to test if the current filter system is working correctly. This account lists five contacts (three of them with "Valid to" dates of the year 2019 and two Contacts with "Valid from" dates of the year 2018 and "Valid to" dates of "Unlimited". In the next step I've set the standard filter options for dates to "Current Year" and the result list only shows the three Contacts with the "Valid to" Dates of the year 2019. So the "Unlimited"-Fields have been left out.
Is it possible to include such fields in the filter algorithm?

Thanks in advance!

Regards,

Dennis

Accepted Solutions (0)

Answers (1)

Answers (1)

former_member261131
Participant
0 Kudos

Hi Dennis,

please excuse the late reply!

You can check out the following KBAs on the matter:

  • 2436570 - Basic Search by Extension Fields Does Not Return Any Results
  • 2634654 - Basic Search For PDI Field Values

but please be aware of KBAs:

  • 2715860 - How To Filter Indicator Fields
  • 2742346 - KUT Field Within the Address Node Cannot be Extended to Another BO

(you can open KBAs in the search engine).

Hope this helps!

Best regards,

Vivien