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Search/Report to list "New Customer" Sales
I'm trying to create a report or search that will show me Any Customer that was created in 2007 and their sales. BUT, when I filter on created date, I also get new jobs, even though the customer may have been set up years ago. I can't filter out "jobs" because if it's a new customer I want to see those sales.
I'm I missing something?
Can anyone point me in the right direction?
Thanks
Carrie
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