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repeat customer flag

edited Feb 17, 2020 2:52PM in Accounting / ERP 1 comment

If we have a customer text field for a place to auto-flag repeat customers = Y or N... for reporting and other things.

how would you auto populate it nightly with a saved mass-update?

I tried things like a formula filter where {firstorderdate}-{lastorderdate}>0 then mass update the flag to 'Y'  ... as yes this would be a repeat customer

I tried things like a formula filter where {firstorderdate}-{lastorderdate}=0 then mass update the flag to 'N'  ... as this would NOT be a repeat customer because their first order and their last oder date are the same.

Everything I tried failed.

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