{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/9de714b0ef9a46b180593721d60b574f\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/9de714b0ef9a46b180593721d60b574f-1b2a5dbaf7fe0032.gif","duration":357.375,"title":"Need Better Filters for Reference Fields","description":"This Loom explains why the team needs a better way to filter or configure “reference” and two way reference fields for tab blocks, specifically to support an easy “log activity” button on a contact page. The author describes a CRM contact app where key fields and status notes appear first, while activities are kept under an activity tab, with a calculation field summarizing the next step to avoid overdue items being buried. They want a button available from any tab that opens a quick activity entry pre linked to the current contact, but existing field types each have tradeoffs: one does not remember the contact, another shows too much by default, and two way references lack the needed filtering. The conclusion is that no current combination enables the desired quick add without extra navigation and hiding complexity."}