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custom field for customer/contact driven by last sales date


I am trying to get a custom field working that will show values based on the time between the current month or date and the last sales order date. We are trying to classify our customers as active, inactive, dormant etc. I can then use this field for further customer analysis/grouping in other reports.

I have managed to do it in search but cant get the same formula to work in the custom field

saved search results

saved search formula

formula as it stands

CASE WHEN TO_CHAR({lastorderdate},'MM/YY') = TO_CHAR({today},'MM/YY') THEN 'ACTIVE' WHEN TO_CHAR({lastorderdate},'MM/YY') = TO_CHAR(TO_DATE(ADD_MONTHS({today},-1)),'MM/YY')THEN 'ACTIVE' WHEN TO_CHAR({lastorderdate},'MM/YY') = TO_CHAR(TO_DATE(ADD_MONTHS({today},-2)),'MM/YY')THEN 'ACTIVE' WHEN TO_CHAR({lastorderdate},'MM/YY') = TO_CHAR(TO_DATE(ADD_MONTHS({today},-3)),'MM/YY')THEN 'ACTIVE' WHEN TO_CHAR({lastorderdate},'MM/YY') = TO_CHAR(TO_DATE(ADD_MONTHS({today},-4)),'MM/YY')THEN 'INACTIVE' WHEN TO_CHAR({lastorderdate},'MM/YY') = TO_CHAR(TO_DATE(ADD_MONTHS({today},-5)),'MM/YY')THEN 'INACTIVE' WHEN TO_CHAR({lastorderdate},'MM/YY') = TO_CHAR(TO_DATE(ADD_MONTHS({today},-6)),'MM/YY')THEN 'INACTIVE' WHEN TO_CHAR({lastorderdate},'MM/YY') > TO_CHAR(TO_DATE(ADD_MONTHS({today},-6)),'MM/YY')THEN 'DORMANT' ELSE 'DORMANT' END

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Community Whiz

Quarter 3 (Jul-Sep 2024)

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