Filtering by contract type on account reviews

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Pentreath Cold Chain: documents · Filtering by contract type on account reviews

Wes asked how to filter the account review dashboard to show only pharma contracts. Callie identified the contract_type field and built a demo filter, which Wes confirmed works as needed.

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What this says

Current to 11 Oct 26

Wes asked how to filter the account review dashboard to show only pharma contracts. Callie identified the contract_type field and built a demo filter, which Wes confirmed works as needed.

Problem: Wes needed to segment the account review dashboard by contract type so account managers could focus on pharma contracts, but the filtering UI was not immediately obvious.

Handling: Wes initially tried filtering in the wrong place. Callie identified the correct field (contract_type) from the CRM, built a demo filter for testing, and Wes confirmed it worked perfectly. The solution was straightforward once the field was located and the filter was visible.

Watch: Strong adoption signal; account manager found value in the filtering capability. Use case is clean: revenue segmentation by contract type is a common need.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)146

CSAT5

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public_reply · Wes Jago 13 Feb 2024 15:38
Just realised I've been trying to filter in the wrong place. Let me test this again and I'll get back to you.
created · Wes Jago 13 Feb 2024 17:20
I need to set up an account review page that filters by contract type. One of our account managers is trying to focus on just the pharma contracts for a client, but can't filter the dashboard. The data's all there but we need a way to segment by contract type so the view is cleaner. Can you walk me through how to set this up?
public_reply · Callie Brennan 13 Feb 2024 19:46
Hi Wes, just so I've got this right: you want to filter the dashboard to show only pharma contracts for a given client, yes? The field is already in the data. What I need from your side is to tell me the exact field name in your CRM and I'll map it to the dashboard filter. That maps cleanly. Thanks, Callie
public_reply · Callie Brennan 14 Feb 2024 09:59
Actually, I can see the field from here: it's contract_type. Let me build you a quick demo filter. I'll send you a link so you can try it before we roll it out to the account manager.
public_reply · Wes Jago 14 Feb 2024 13:29
Brilliant. That works exactly as we need it. The account manager is going to love this. Cheers
status_change · Callie Brennan 16 Feb 2024 15:45
status_change · 20 Feb 2024 23:59

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