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Filter by Tax number

Reinis Straume (LMI:T) 5 years ago in Home Portal • updated 4 years ago • 2

Is there a way to search / filter clients in SmartViews by their Tax No.?

Which client properties does the Client Properties filter search in?

Thank you!

Mateusz Trzeciak (XTRF Deployment & Training Specialist) 4 years ago

Unfortunately there's no possibility to add a filter Tax No. You can use Tax No. columns in smart view though, sort ascending/descending and/or use ctrl +f.

Another option is to copy Tax No. to a Custom Field, which can be used as filter in smart views.

Reinis Straume (LMI:T) 4 years ago

Thank you!

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