With Cross Object filters you have the ability to add filter logic within them which allows for extreme granularity filtering on cross-object relationships.

For example, the image below is a filter against Accounts. It says to only include Accounts that have Opportunities associated with them, but only if those Opportunities are Open, in a specific Forecast Category and have a Close Date in the past or in the next 60 days.

• Drag/Drop the fields to set their sequence
• Show/Hide a field from the Info Window on a Map Marker
• Show/Hide a field from the Data Table

When selecting fields to display on your returned searchings, Geopointe’s Data Set field configuration displays in a list that allows you to…

To learn more about the filtering and fields displayed in searches, visit our help site.


Visit our support portal for detailed documentation and help articles.

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