Custom fields – Adding as a filter

Summary: This  articles explains how you can set up a Custom Field as a filter.
Article Type: How-To Guide, Technical Article
Related Product(s): This article relates to the following products:

  • Paribus Discovery
  • Microsoft Dynamics 365 / Dynamics CRM
  • Infor CRM / Saleslogix

Custom fields – Adding as a filter

 

Navigate to “Data Sets” area in “Data Layer”.  Right click on the data set of the relevant match set eg. Account Name and select “Edit Data Set”.

Custom fields - filter

Select the “Filter” tab.

Custom fields - Filter 2

Click on “Add” button.

Custom Field - Filter 3

Give the Filter a name and add the syntax for the where clause.
Click on “OK” to confirm.
Click on “OK” to close the Data Set.

The filter will now be available for a Match Session selection as shown in screenshot below:

Custom field - filter 4

 

 Related Resources:
Further Information:


See the Paribus Help Center User Guidelines for important considerations of use.