0 Replies Latest reply on Apr 24, 2015 11:44 AM by biiiink

    Trouble with global filtering

    biiiink

      Title

      Trouble with global filtering

      Post

      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.

      Here is a link to the file:

      https://drive.google.com/file/d/0B_bnCUVycUD-bEhvS1JjaElLR0U/view?usp=sharing