Filter Field Names by Filter Type Reference List Request

Wes F. shared this question 40 days ago
Answered

I'm building out filters and automations, and I'm wondering — is there a reference list anywhere that shows all available Field Names organized by Filter Type?


For example, when I select Filter Type: Customer, I get a specific set of field name options in the dropdown. When I select Filter Type: Lead, I get a different set. Same for Phone (Calls), etc.


It would be incredibly helpful to have a complete list showing which fields are available under each filter type so I can plan out my filters and automations without having to click through each type one by one.


Even a simple list per filter type would be great.


Thanks!

Wes

Comments (1)

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There's not directly. The field names correspond to all the fields on that page.


So on the customer page, every spot you can fill in, is a field name.


On the leads page, every spot you field you can set, is a field name. I mean EVERY.

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Thanks, Chad! This gives me an idea to generate what I need.

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