Conditions Applied to Multiple/Dependent Info Areas

You have the following options if you have defined conditions for several info areas:

All: All dependent records must meet the condition. If the cell is not activated, at least one record must meet the conditions.

Example: The condition "Type = Telephone" must be met by all activities stored for a company/person; no other types of activities may be present.

Optional: Enable this cell for several rows to determine that the conditions in those info areas are combined with using a logical OR.

If you only enable the cell for a single info area, this only has an effect in conjunction with the Dependent column (see below).

Dependent: Click in this cell to choose between the following options for company-dependent and person-dependent info areas:

Example: Activity

Company: The selection contains:

All persons where at least one company-related activity exists (regardless of whether person-related activities exist or not)
and all companies without any persons for which a company-related activity exists.

Person: The selection contains:

All persons for whom at least one person-related activity exists (regardless of whether activities exist for the person's company).
If you enable Optional as well, companies without persons are also included in the selection.

Person OR Company: The selection contains:

All persons for whom at least one activity exists
and all persons where at least one activity exists for the company
and all companies without any persons for which a company-related activity exists.

Both: The selection contains:

All persons where at least one activity exists for their company
and all persons where an activity exists for at least one colleague (a person in the same company)
and all companies without persons with a company-related activity.