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

    Trouble with global filtering



      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.

      Here is a link to the file: