Advanced filters:

[Anonymous]

Hello everyone -

I am trying to pull a list but noticed some companies were included which I do not want. Below is a brief example of the smart list:

Use Advanced filters: 1 and 2 and (3 or 4 or 5)

Member of smart list: (in) All customers

Member of smart list: (not in) Customers with service A

Industry: (is) Healthcare

Company Name: (contains) Hospital

Email Address: (contains) Hospital

The problem is, this is pulling up companies with either "Hospitality" in the company name and/or email address since "hospital" is in the word hospitality. However, I do not want to exclude ALL hospitality records since some are in the healthcare industry.

How would I make sure that if the company/email address has hospitality, then I only get back the ones actually in the healthcare industry?

Thanks in advance for the help!

[Dory_Viscoglio]

You could use the following criteria making your filters: 1 and 2 and (3 or 4 or 5 or (6 and (7 or 8)))

1,2,3 are the same as above

4. Company Name: (not contains) Hospitality

5. Email Address: (not contains) Hospitality

6. Industry: (is) Healthcare

7. Company Name: (contains) Hospitality

8. Email Address: (contains) Hospitality

[Grégoire_Miche2 · Accepted solution]

Hi Jenn,

1 and 2 and (3 or ((4 or 5) and 6 and 7 ))

1. Member of smart list: (in) All customers
2. Member of smart list: (not in) Customers with service A
3. Industry: (is) Healthcare
4. Company Name: (contains) Hospital
5. Email Address: (contains) Hospital
6. Company Name (not contains) Hospitality
7. Email Address (not contains) Hospitality

-Greg

[Anonymous]

This worked - thank you!

[Grégoire_Miche2]

Good boolean logic exercise

-Greg