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Comments
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Invoices and Cash Sales might be a better record type than sales orders
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Hi Tara_Koin, If you want a list of customers and the first item(s) they purchased, the easiest way I can think of is to do a transaction search with the following criteria and results: Hopefully I'm understanding your question and this is helpful. Let me know if you need me to elaborate. I'll be leaving in about 20…
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That is perfect! Thanks for your help!
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A simple {datecreated}-{custbody_sfccdatetime} yields an accurate result, but the format isn't useful to me. It looks like this: +000000000 06:27:55.000000
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Thank you for your help. Here is the new formula based on your suggestion but I'm still getting some strange results. Did I do it wrong? TO_DATE(TO_CHAR({datecreated},'hh24:mi'),'hh24:mi')-TO_DATE(TO_CHAR({custbody_sfccdatetime},'hh24:mi'),'hh24:mi') Here's an example of the results I'm seeing: Internal IDWebsite…
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Thank you for responding. I created a work flow in the Sandbox doing that, but I can't seem to get it to work. I'm brand new to workflows and I'm still trying to figure a lot of things out. Just knowing that it's possible helps a lot. Thank you for confirming that!