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Answered

Is it possible to serch in view on multiple clients?

Robrecht Belien 2 years ago in Home Portal / Smart Projects updated 2 years ago 2

Hi, 

Is it possible to search on multiple clients (or in any other text filter) by using some sort of expression?

eg: If I have a view with the filter "client name" can I search for "client x" and "client y"?

Regards,

Answer

+1
Answer
Answered

Hi Robrecht

It depends on which module you have this view because some filters are not available in all modules.

When it comes to the filters there are several types of filters in the system (just like the types of custom fields): tex type, selection, date etc.

The "Client name" filter is the tex type, it's a simple text filter and it is not possible to use it for this purpose. It will allways search the inserted strings of characters againts the names of your clients. 

But there is another filter called "Client" and it is a selection type. For example in projects module you will find this filter in the Client group


Please bear in mind to select the multiple selection in the configuration of the filter. This way you can search for projects of more then one client.


This filter is available for views in: Opportunities, Quotes, Projects and Invoicing modules.

It is not available in the Clients module.

Best regards,

Marek

GOOD, I'M SATISFIED

Hi Marek, I need it in the projects module, so this is a great solution!

Regards,

Robrecht

Satisfaction mark by Robrecht Belien 2 years ago
+1
Answer
Answered

Hi Robrecht

It depends on which module you have this view because some filters are not available in all modules.

When it comes to the filters there are several types of filters in the system (just like the types of custom fields): tex type, selection, date etc.

The "Client name" filter is the tex type, it's a simple text filter and it is not possible to use it for this purpose. It will allways search the inserted strings of characters againts the names of your clients. 

But there is another filter called "Client" and it is a selection type. For example in projects module you will find this filter in the Client group


Please bear in mind to select the multiple selection in the configuration of the filter. This way you can search for projects of more then one client.


This filter is available for views in: Opportunities, Quotes, Projects and Invoicing modules.

It is not available in the Clients module.

Best regards,

Marek

Hi Marek, I need it in the projects module, so this is a great solution!

Regards,

Robrecht