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I would like to start using a filter on one of our lookup fields. The lookup field is simply a lookup to a contact. However, I need the filter to have an OR condition (e.g. only allow contacts from Account X or Account Y).
Is there any way I can allow multiple conditions? Or am I out of luck?
You just need to use the filter logic. You can click the Filter Logic link to allow you to add OR logic to your criteria
Below the list of "Filter Criteria" is a link that reads "Add Filter Logic..." Once you click that, you'll have the option to create a complex filter logic such as (1 AND 2) OR (3 AND 4) OR (5 AND 6) OR (7 AND 8)
