IC Member Filter for Accounts
Trying to use IC Member Filter on the account dimension to limit the entities that can be used at IC partners for the account. Does anyone know the syntax needed; I don't see any documentation on it...
Forum Discussion
Just a followup question to this. I am trying to use IC Member Filter on an entity to only allow a select few entities to be used as partners along with the None partner. It doesn't seem to work. I can only get IC Member Filter to work when applied on an account which doesn't help me as I want this to be set at the entity level as every entity will have different select partners they can book with. Thoughts?
I've had very limited success with the IC member filter. My suggestion would be writing the Conditional NoInput rule from hell if this was needed. You could also catch this in a confirmation rule, which would stop wrong IC combinations from loading.
