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Memorized transaction search

edited Jan 3, 2020 1:23AM in Search / Reporting

Hi there,

So... I am trying to get a list of customers that do not have a memorized transaction attached to their record. I have tried various combinations of different search catagories (customer, transaction), criteria and results.

To give you an idea of how things were setup in NS the company is based on customers that pay an annual membership fee. We have several membership catagories and prices as well membership statuses (we have setup custom customer fields to capture this).

The closest I have come in getting the result I am looking for is when I have used a customer search (criteria - selecting all current customers, memorized = false, type = invoice)... the problem with this is that the search produces a list with all the issued invoices (when I try and omit these in the criteria the search returns no results)

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