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NSC | Combine User Note Date and Phone Call Date in one Formula Field in a Saved Search

edited Mar 8, 2023 9:24PM in Search / Reporting


Scenario 1:

In a Saved Search, combine the User Note Date and Phone Call Date in a single Formula Field.

The expected result is to show the total number of user notes and phone calls created per contact THIS YEAR.

Soution

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Contact
  3. Enter Search Title
  4. In Results tab 
  5. Field: Name
    1. Summary Type: Group
    2. Field: Formula (Numeric)
    3. Formula: Formula (Numeric) = CASE WHEN TRUNC({usernotes.notedate},'Year') = TRUNC({today},'Year') AND TRUNC({call.startdate},'Year') = TRUNC({today},'Year') THEN 1 ELSE 0 END.


Scenario 2:

The expected result is to show the total number of user notes and phone calls created per contact LAST YEAR.

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Michelle Jabanes | NetSuite Support Community Administrator

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