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How to search for null values in Accounts (Customers) ?

Hello,

Is there a way to search for only empty values in the list of Accounts?

For example, in the filter of "Owner", how could I search for the ones without Owner?

Thank you,

Gabriel

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2 Answers

  • Posted on May 28, 2019 at 10:19 AM

    Hi Gabriel,

    Try the "Is Initial" Condition in the ore options button of the field in the advanced filter.


    Best Regards,

    Arun


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    • Hello Arun,

      "Owner" field is not available on the advanced search; that's why I am trying to get a workaround to search for Accounts without Owners.

      For exemple, in the filter, by writting ?* , it will show ecery records that has this field filled in.

      What I really need to know is how to use a workaround for the opposite objective.

      Thank you.

      Regards,

      Gabriel

  • Posted on May 28, 2019 at 07:13 PM

    While the field owner is not exposed in advanced search , you can still achieve the filter with this combination.

    1. Under the Team section, set the parameter is Initial for employee field
    2. In the field Party Role drop down list, choose Employee Responsible.

    Search with this combination and it should help

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