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Project Search Filtering

User_HPB3I
User_HPB3I Member, forum_userscommunity_users Posts: 76 Green Ribbon
edited Sep 14, 2021 9:36PM in Ask A Guru 96.30.244.247

Is there any clever way to filter out Projects by customers that are duplicated. I am trying to create a simple search of customers that we haven't done work with in the last 6 months. So if we did work with Customer A in 10/10/20 and then a recent project with them, I'd like them removed from the list.

Answers

  • Micah Timbol-Oracle
    Micah Timbol-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 816 Silver Trophy

    Hello there, @User_HPB3I

    Let us check this one out for you and see what we can do 😊 We'll reply as soon as possible.

    To our members out there who would like to share their insights, don't be shy and comment on the thread!

    CHEERS!

    Micah Timbol - Oracle Ask A Guru

  • Micah Timbol-Oracle
    Micah Timbol-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 816 Silver Trophy

    Hello again!

    You can try this one out and see if it'll work on your end ---

    1. Go to Lists Search Saved Searches New

    2. Click Customer

    3. Enter Search Title

    4. On the Criteria tab, click the Standard subtab

    6. Add the following fields:

    Project : Name/ID is empty

    Note: To add this join field, follow the steps below:

    -Search at the last portion of the list and select "Project Fields..."

    -Project Filter: Select Name/ID

    -Name/ID: Select is not empty

    Project : Actual End Date- set it to on or after 11/1/2020 or 10/10/2020

    So the criteria tab will look like this:

    7.And then save and Run

    Hope this helped!

    _________________

    Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thank you!

    Micah Timbol - Oracle Ask A Guru

  • Micah Timbol-Oracle
    Micah Timbol-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 816 Silver Trophy

    Hey there Gregg! @User_HPB3I

    We would just like to know if the solution worked for you? Or did you find another way to work things around?

    The community would very much appreciate your feedback and any input you can provide . 😊

    It would also be great if you can mark the comment/s which was/were most helpful for you.

    Thanks!

    Micah Timbol - Oracle Ask A Guru