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is
First name
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is
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Phone
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Text/SMS Consent
is
Yes
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is
on or after
empty
any date
this month
this year
last month
last year
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FSA Council Title
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is
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Cell Phone
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is
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Work Phone
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state
is
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NC
New Item 1
FL
zip
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Bar Number
greater than or equal
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equal to
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National Producer Number (NPN)
greater than or equal
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CFP Number
greater than or equal
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equal to
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Designations
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AEP
CASL
CEBS
CFA
CFP®
ChFC
CIMA
CLU
CPA
CPC
CPCU
CTFA
EA
Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD)
JD
LUTCF
REBC
RHU
RICP
Not Applicable
NC Bar Number
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NC CFP Number
greater than or equal
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Constituent_ID
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equal to
not equal to
CPE
is
is not
Yes
No
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is
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empty
any date
this month
this year
last month
last year
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next year
is not
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Yes
No
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Referred by
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CX_User_ID
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