Adding Responsible and Salesperson in Account filter for M3 CLM Mobile

  1. Copy the default Account filter and update the new filter for Phone.
    See how to update a filter group in Updating filter group settings.
  2. Under My Accounts (Desktop) filter, specify this information for Salesperson:
    1. In SQL Query, append Account.SalespersonIdentifier to the existing configuration.
    2. In the Column format table, specify this information:
      Description
      Specify M3 Salesperson.
      Index in SQL query
      Specify 11.
      This field specifies the number of the nth position of the field in the SQL Query field. The count starts from zero (0).
      Card view index
      Specify 3.
      This field specifies the number of the nth position of the value to be shown on the Card view.
      Column name
      Specify Account.SalespersonIdentifier.
      Specific database column
      Specify Account.SalespersonIdentifier.
      Column primary key index
      Specify -1
      Data type
      Select Text.
  3. Under My Accounts (Phone) filter, specify this information for Responsible:
    1. In SQL Query, append Account.Responsible to the existing configuration.
    2. In the Column format table, specify this information:
      Description
      Specify M3 Responsible.
      Index in SQL query
      Specify 15.
      This field specifies the number of the nth position of the field in the SQL Query field. The count starts from zero (0).
      Card view index
      Specify 5.
      This field specifies the number of the nth position of the value to be shown on the Card view.
      Column name
      Specify Account.Responsible.
      Specific database column
      Specify Account.Responsible.
      Column primary key index
      Specify -1
      Data type
      Select Text.
  4. Click Save.