Friday, October 19, 2018

Set "Office Phone" under Criteria in Contact Saved Search


Office Phone is considered as the Alternative Phone for contact records. To search based on this field you can use Formula(Text) see steps below:

 

1. Navigate to Reports > Search > Saved Searches > New> Choose Contact.

2. Under Criteria Tab choose Formula(Text).

3. On the popup description box specify:

       *  Formula = {altphone}

       * Formula (Text) = is not empty (or depending on your needed filter)

4. Click Save & Run or Preview

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