I'm having issues here. I have a field called Order Type, and then Stage. I want the view to show:
Stage = Order Complete
and, Order Type = Migration
and, Order Type = Renewal
If I put it like that in Zoho custom view, I get 0 results. So I tried:
Stage = Order Complete
and, Order Type = Migration
or, Order Type = Renewal
When I do that, it shows me all Order Type = Renewal, regardless of what the stage is, so it basically ignores the first 2 criteria.
If I do
Stage = Order Complete
and, Order Type = Migration
I get about 10 results, and if I do
Stage = Order Complete
and, Order Type = Renewal
I get about 15 results.
In the yellow it says treat OR with a comma, and says Sam, Jose will look for last name Sam or Jose. So for Order Type I do Migration, Renewal. If I do that, it only finds Migration. If I do Renewal, Migration, it only finds Renewal. If I do it without a space, like Migration,Renewal, then it finds Renewal only which makes no sense. This is super frustrating not sure why it's so hard to do a simple view.