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I have in my contacts a specific search template e.g "Sales Managers" showing me all the contacts with this specific title/position. How do I exclude a specific member of this search without losing the contact for ever? (Target: I don't want to lose this contact but I dont want him to be in this "working-string". Your help is appreciated. Regards Peter
4 件の回答
  1. 2012年3月19日 17:36
    Hi Sean

     

    Ok, that’s a way to go but I believe that I can do that with only 10 or so

     

    contacts. I would prefer a function that allows me to filter directly when

     

    working with this search… (maybe technically not possible).

     

    Regards

     

    Peter

     

    Von: Community [mailto:success-notif@salesforce.com]

     

    Gesendet: Montag, 19. März 2012 18:02

     

    An: weissmueller@hrconcept.ch

     

    Betreff: Sean Rutherford answered your question

     

    salesforce.com -

     

    Success. Not Software.

     

    img/new-user-image-default.png>

     

    Sean

     

    Rutherford answered your question

     

    Your answer:

     

    Hi Peter,

     

    You can edit your "Sales Manager" view/report to add a filter. This filter

     

    should be 'name -->not equal to-->and then the persons name. For example

     

    'name -->not equal to-->John Smith'. This will exclude that person from the

     

    search/view/report, even if they meet your other filters/criteria.

     

    Hope this helps!

     

    Sean

     

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