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Formula or Way to Find Two Occurances of User Note

edited Jan 3, 2020 1:18AM in Search / Reporting 1 comment

Hi,

I'm trying to create a saved search that pulls customers who have had a credit card decline two months in a row. When a credit card is declined, a User Note is created by our system on the customer record with a memo that lists the error.
How can I make my search so that only people with two of these User Notes within two consecutive months show up?

Thanks!
Sara

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