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In order to use this method, select the field to filter on in the second step of the View Builder and open the Access tab. You will now have the option of selecting the Client Reference ID as an Access Filter, along with any other filters available.

In order to use this method, refer to the instructions below.

  1. Edit a view in the view builder, navigate to the Prepare step, and open Field Settings.
  2. Select a field in the popup that appears, and open the Access tab.

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  3. Select Client Reference ID as the Access Filter

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