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Filter Help with Custom Fields

Corey L. shared this question ago

Need Answer

The end goal here is to prevent auto emails and status change automations from triggering when certain organizations book events online. Currently, I'm utilizing the following:

Optional Field (*customfield-347617*) for Organizations - checkbox "Exempt From Deposit"
Automations which send email reminders for deposits based on filters

I'm struggling to get a filter to work properly. Here's what I have so far, but the results appear to be wonky:

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Any help would be appreciated. Thank you!

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Comments (1)

Brittany M. ● 1 hour ago

If you are utilizing the optional field checkbox to prevent the automation from triggering, this should work.

Can you explain what you are wanting to use the Lead Event Dates field for?

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Corey L. ● 1 hour ago

Honestly not required... I just wanted to ensure I wasn't accidentally affecting old leads while I was experimenting. My concern at this point is that the Leads list doens't show any leads at all when I run the filter unless I have no report selected. As soon as I select a report - no results. Just doesn't leave a warm & fuzzy...

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Corey L. ● 1 hour ago

...and this:

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Brittany M. ● 1 hour ago

It actually looks like the optional field is an Organization type optional field while the Filter is a Lead type filter. This would be why you are seeing 0 results.

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Corey L. ● 1 hour ago

Correct... because I want to filter on Leads that have those particular organizations as the customer...

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Brittany M. ● 1 hour ago

A lead filter is not going to show the correct results for an organization optional field. You would need to use an Organization filter or change the optional field to a lead type field.

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Corey L. ● 1 hour ago

...as an alternative to preventing auto emails (and actually my preferred outcome) is that those leads simply have the "Deposit Paid" checkbox turned to 'checked'

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Brittany M. ● 1 hour ago

It looks like you also have an optional field checkbox called "Organization is Exempt from Deposit" that is a lead type field that can be used in your filter.

This field is not connected to "Exempt From Deposit", meaning if one is checked, it does not mean the other is for certain.

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Corey L. ● 25 minutes ago

Correct... that isn't being used at this time, but has not been removed.

To be more clear, I don't care if we use automations, optional fields, filters, or VBA Code.... I just need to prevent my best customers from getting auto-emails when they choose to book online and pay by check.

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