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Using the "OR" Operator to Refine a List

2710855Jul 10 2014

I have a list of sales opportunities. I want to be able to filter on the criteria in three different fields.

For example, I want to take a list of all opps and only display opps that:

  1. begin with the 5 same characters AND
  2. have one of two entries in the Priority field (High OR Medium) AND
  3. are not in LOST or WON sales stage.

I can build the correct filter but I never get the right results. Here is the filter.

Is CRM on Demand not able to do this or am I doing something wrong?

Thanks,

Mark

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Locked on Aug 7 2014
Added on Jul 10 2014
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