Action Taken Filter Field, Salesperson/Purchaser Table

  • Article

Specifies an action taken filter.

The following options exist:

  • Next

  • Previous

  • Updated

  • Jumped

  • Won

  • Lost

For example, if this field contains the Next option, then fields such as No. of Opportunities and Estimated Value (LCY) only display information related to opportunities for which that particular action was the last action taken.

Tip

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Parent Tables

Table Location
Salesperson/Purchaser Table Sales and Receivables
Salesperson/Purchaser Table Sales and Receivables

See Also

Other Resources

Salesperson/Purchaser Card
Entering Criteria in Filters