01-03-2017 08:37 AM
I think I am somehow overthinking this but is there a way to do a search and NOT include contacts with certain criteria?
For example, we use the ID/Status field to Group our contacts. So, let's say we have an ID/Status with "Do Not Call" & "Bad Contact" and whenever I did a Lookup I never wanted to see the contacts with this ID/Status, how would I do that? I am sure there is an easy way but I can't figure it out.
01-03-2017 09:12 AM
It's not possible to exclude these results from all lookups you do, but you can exclude them by creating an Advanced Query. Take the following for example:
This will show all contacts that do not contain either of those two ID/Statuses. You can add more criteria to get only the contacts you do want.
You can save this a base lookup to use when creating other advanced lookups. Just remember to open it before adding additional criteria.