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Cross-object filtering on index pages: the full discussion

July 21, 2026

5:41

You can now filter records on an index page by properties on their associated objects, so contacts by deal properties or companies by ticket properties. Questions that used to mean an export or a saved list are answerable in the filter panel. One limit, found live on air: only one association per filter, so company domain plus deal stage still sends you to segments. The panel now points you there rather than leaving you to assume it cannot be done.

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