I am attempting to create a dashboard widget that allows the sales reps in our company to track contacts who have a specific value set into an attribute on those contacts, in this case that value is “Garlic 2024”. when I open the all contacts GI and go to the results field for campaigns and either enter “equals Garlic 2024” or the “Is not empty” options it filters down to the campaign contacts properly but when I attempt to setup a filter in the dashboard widget using the same options it returns no results as though it is filtering out everything. is there something broken or am I doing this wrong?
I included as many screenshots showing my settings as I could think of to help show what I am seeing here.
Answer
Filter in dashboard widget not working properly.
Best answer by BrendanL
like Campaign Name equals ‘Garlic 2024’
I actually found out the issue, there were two fields with the name “Campaign name” so changing the one for the attribute to “AIF Campaign” cleared up the conflict. I reason that this is an internal logic/check issue where it selects the first available.
+8like Campaign Name equals ‘Garlic 2024’
SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
like Campaign Name equals ‘Garlic 2024’
I actually found out the issue, there were two fields with the name “Campaign name” so changing the one for the attribute to “AIF Campaign” cleared up the conflict. I reason that this is an internal logic/check issue where it selects the first available.
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