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Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Searching Customers using Custom Record Criteria
I could use some help on a search, please.
I have a custom record type:
Description ID Type List/Record Tab Show In List
Customer custrecord1 List/Record Customer Yes
Software Name custrecord5 List/Record Item Yes
License Number custrecord2 Free-Form Text Yes
Maintenance Start Date custrecord3 Date Yes
Maintenance End Date custrecord4 Date Yes
Service Agreement custrecord6 Free-Form Text Yes
SendRenewalNotice custrecord7 Check Box Yes
I want to find customers who have one or more records where Software Name = X and has no records where Software Name is <> X. I'm trying to find customer who have one of our products but to whom we could market for other products.
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