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

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Peter de Heer
Peter de Heer Member Posts: 5
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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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2
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    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
    First Comment Photogenic First Anniversary
    edited January 2022 #3
    Options

    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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