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Help with saved search - using transaction fields in customer search

edited Jan 3, 2020 1:16AM in Search / Reporting 12 comments

I'm trying to pull up all customers that have been set as CUSTOMER-Closed Won, that have not made an actual purchase with us.

We have a custom transaction field called 'Order Type', and I want to pull up all individual customers that have not made a purchase with an order type of 'Job' (We don't want to count samples, gifts, RMAs, replacements, etc.)

However, it's still pulling customers that have 'Job' orders.  Here's my Criteria:

Is Individual: is true
Status: is Customer-Closed Won
Transaction: Order Type (custom): is not Job

This is pulling in anyone that has any transaction that isn't a Job, but I need to exclude people that have had a Job order.  What am I missing?

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