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Trouble with global filtering

Question asked by biiiink on Apr 24, 2015


Trouble with global filtering


I have a relationship of Clients----<Policies - Filtered----<Renewals - Filtered


In a clients layout, I have a portal displaying "Renewals - Filtered" records.  I've successfully set up a couple of global filters for the portal, but I can't seem to get the most important one to work.  The Carrier filter.  The first issue Im having is that the list is showing all carriers no matter what.

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