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Search for Customers with New Projects

edited Jan 3, 2020 12:28AM in Search / Reporting 3 comments

I am trying to come up with a search for customers who have projects this quarter whose last project was 3 years ago from the new project.

I have tried various ways to do this, and I assume it will involve a formula, but the trouble is getting the 2nd most recent project date for comparison.

I was able to pull a search for customers who did not have projects between 3 years and 3 months ago and whose most recent project is within the last 3 months. But, this is not precise enough. I need to know that the previous project was 3 years or more before the current project date, not 3 years ago from now.

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