Task and contact filter testing mode
Task and contact testing mode lets you test if a specific task or contact is selected by a filter. If it isn't, you can figure out why. Once you have activated testing mode, you will be able to select a specific object to test at the top of the filter settings window:
Once you have selected an object and started testing, you will see a flask with a green or red background associated with each condition. The green background means that the condition is met for the object you selected; red means it's not:
The line containing the logical expression associated with the filter condition also has a flask icon. A flask with a red background means that the object doesn't meet the filter or logical expression conditions and won't be displayed in the filtered results:
If the field you select for grouping is not in the task or contact, a message will be displayed above the grouping block:
How testing mode is used
- Review each condition with a red flask sequentially. Modify the condition or values in the object (task, contact) you're testing so that the condition is met.
- Follow the steps above until all the flasks have a green background when you test.