Advanced filters:

Question

Hello everyone -I am trying to pull a list but noticed some companies were included which I do not want. Below is a brief example of the smart list: Use Advanced filters: 1 and 2 and (3 or 4 or 5)Member of smart list: (in) All customersMember of smart list: (not in) Customers with service AIndustry: (is) HealthcareCompany Name: (contains) HospitalEmail Address: (contains) HospitalThe problem is, this is pulling up companies with either "Hospitality" in the company name and/or email address since "hospital" is in the word hospitality. However, I do not want to exclude ALL hospitality records since some are in the healthcare industry.How would I make sure that if the company/email address has hospitality, then I only get back the ones actually in the healthcare industry?Thanks in advance for the help!

Grégoire_Miche2 · Accepted Answer

Hi Jenn,1 and 2 and (3 or ((4 or 5) and 6 and 7 ))Member of smart list: (in) All customersMember of smart list: (not in) Customers with service AIndustry: (is) HealthcareCompany Name: (contains) HospitalEmail Address: (contains) HospitalCompany Name (not contains) HospitalityEmail Address (not contains) Hospitality-Greg

Dory_Viscoglio · Answer

You could use the following criteria making your filters: 1 and 2 and (3 or 4 or 5 or (6 and (7 or 8)))

1,2,3 are the same as above

4. Company Name: (not contains) Hospitality

5. Email Address: (not contains) Hospitality

6. Industry: (is) Healthcare

7. Company Name: (contains) Hospitality

8. Email Address: (contains) Hospitality

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