Action Taken Filter Field, Contact Table
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 |