afleetwood

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Comments

Thanks-- figured it out :)

in count days since field change (opportunity status) Comment by afleetwood Feb 7, 2019 1:54PM
Voltron---thank you very much for your quick suggestion- unfortunately, it doesn't seem to be working for me. See my attachments for criteria & results.

in Formula for Saved Search: Find Opps where Customer Name is not in Opp Title Comment by afleetwood Jan 16, 2019 11:18AM
above has been edited in formula

in Formula: When no items on Opportunity contain X Comment by afleetwood Jan 28, 2019 11:21AM
solved in another forum! CASE WHEN {custbody_opp_opptype} = 'New Buying Group/Existing Solution' OR {custbody_opp_opptype} = 'New Buying Group/New Solution' THEN {transactionnumber} ELSE NULL END

in Case When value is x OR y, then z Comment by afleetwood Jan 28, 2019 11:11AM