Is it possible to combine Organizations and Persons criteria in the same filter??

Peter de Heer
Peter de Heer Member Posts: 5 VERIFIED MEMBER
First Comment Photogenic First Anniversary
edited July 2022 in Sales CRM #1

I need to produce a filter, combining Organizations and Persons criteria. 

For example: 

- persons who are CFO in companies that are in Region G. 

Cannot fix this. Is it possible? 

Many thanks!!

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 821 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    Yes, you can do this right now by creating a filter.

    While creating a filter, there is a dropdown for the object to filter by

  • Peter de Heer
    Peter de Heer Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic First Anniversary
    edited January 2022 #3
    Boris Tsibelman said:

    Yes, you can do this right now by creating a filter.

    While creating a filter, there is a dropdown for the object to filter by

    Thanks but I don't think that solves my specific problem of COMBINING Persons and Company variables in ONE filter.

    Any suggestion?

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