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Action Taken Filter Field, Contact Table

  • Článek

Specifies an action taken filter. There are six options:

  • Next

  • Previous

  • Updated

  • Jumped

  • Won

  • Lost

For example, if this field contains the option Next, fields such as No. of Opportunities and Estimated Value (LCY) only display information related to opportunities for which that particular action was taken.

Tip

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Parent Tables

Table Location
Contact Table Relationship Management
Contact Table Relationship Management

See Also

Reference

Contact Card
Contact List