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Transaction Search to EXCLUDE "customers"
I'm sure this can be done...
I have a custom field on Sales Orders that holds a Customers name (and is configured so the customer record is the Parent). These transactions show up under the Customer record (just not in the standard Transaction sub-tab under Sales)
I want a search to list all of these customer records where the FIRST SO date is within this year.
I can't use any of the default "date of first sale" stuff because it never gets set on these guys. And Minimum in the Summary Criteria seems to filter out some customers but not EXCLUDE ANY that have transactions older than the date.
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