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Custom Trans SS for Revenue Subtotal on Customer Record
I have reached a point of impasse and could use a fresh set of eyes..
I created 3 Custom Entity Fields (Type = Currency) on the Customer Record.
They are named:
2012 Revenue, 2013 Revenue Jan - Jun & 2013 Revenue Jul - Dec.
We went live 7/1/13, hence the 3 separate Fields.
I populated the 1st & 2nd Fields easily enough through a CSV import using legacy data. My Saved Search is working but I cannot get it to populate the 3rd Field. Here is how my search is set up:
Criteria -Type = any of Cash Sale, Invoice, Cash Refunded, CC Refunded &
Credit Memo
Main Line = True
Date = On or after 7/1/13
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