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7.3 Defining the Filter for the View

1.         Notice that on the Customize View screen the Filter… is set to Off, meaning this View by default would show all Contacts in the list

2.         Click on Filter, and go to the Advanced Tab:

3.         Before using the SQL Tab it is often good to start with the Advanced Tab because this is easier to use in terms of defining our criteria. Most of the time we can just use the SQL Tab to modify the query already created using the Advanced Tab.

4.     We now enter our first 2 conditions, namely Job Title contains “Marketing”, and Job Title doesn't contain “Assistant” (we will modify this later in the SQL Tab). We select Job Title either from Frequently-used fields or All Contact fields in the list dropped down by the Field button. Click Add to add the condition to the list.

5.         We then do the same for our other conditions, namely State = “WA” and State = “OR” and State = “CA”. We select State again either from Frequently-used fields or All Contact fields in the list dropped down by the Field button. Click Add to add each condition to the list.

6.         The last thing we need to do is now edit the query using the SQL Tab.

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