Best Of

Hi User_DU7YV

Yes you can do that through saved search. Just follow these steps

1. Lists → Search → Saved Searches → New
2. Click on Case Search Type
3. Under the Criteria Tab, select Last Message Date is On or Before five days ago

4. Under the Email tab
- Tick Send Emails According To Schedule & Summarize Scheduled Emails checkbox
- Under the Specific Recipients subtab select the employee name to receive the email

4. Under Customize Message subtab
- Input how you want to display in your email, below just a sample

5. Under the Schedule subtab
- Select the start time and how frequent you want to receive this email

6. Click [Save] to save your saved search and wait for schedule to check your email.

Regards,
Wee Ming

Thank you for the detailed response.

Yes. I already did the same. Thanks a lot.

Hello @Dext3r,

I have a Transaction Saved Search for Purchase Order on our end by using our standard test account. To pull up the Employee name on the Saved Search results, please follow the steps bellow:

1. Edit your Saved Search.
2. Under the Results tab, add the Requestor Fields... and select Name from the dropdown list.
3. Click Save & Run.

Let me know if this will work on your end :)

Thank you @CDuf for testing this and helping out!

Hi @JenSw!

Thank you for sharing your workaround with me. Much appreciated.

I will definitely try it and hopefully the client will be ok with it.

Hi @User_9AUJK,

Good day! I believe we can do this by creating a Saved Search and a Custom Field.

Create the Saved Search:

Navigate to Reports > Saved Searches > All Saved Searches > New

On the Saved Search page, click on Location

On the Saved Location Search page, set the fields below:

• Search Title: <Set the name of your search here>

Results subtab:

• Field: System Notes: Date
• Summary Type: Maximum

Available Filters subtab:

• Filter: Internal ID
• Show in Filter Region: Yes

Create the Custom Field:

Navigate to Customization > Lists, Records, & Fields > Other Record Fields > New

On the Other Record Field page, set the fields below:

• Record Type: Location
• Label: <Set your label here>
• Type: Date/Time
• Store Value: Unchecked

Validation & Defaulting subtab:

• Search: <The search we created above>

Results:

Once done, it should reflect the latest date found in the System Notes. Please see my two examples below:

I hope this helps!
__
If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question?”, you’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies, and you will also get closer to earning your next Answer Accepter badge.

Hi @emcee_uk

Check group by internal ID

you can see the last update value

Thank you @Eklon Eleuterio

Thanks @Tiru Chembeti!

It will help! Thanks a lot!