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How do I filter a status so it does not show using System Notes Saved Searches?

edited Dec 13, 2022 12:25AM in Ask A Guru 14 comments

Hi,

I am trying to create a search using system notes fields and I'm wondering if it's possible to get a bit of help! We have a business process which relies on our sales opportunities moving through the Status (Entity Status) in fairly strict order. When users skip these stages, it presents significant risks to us as a business.

An opportunity absolutely must go through our "Procurement Review" Status before it moves to any of the Proposal Accepted, Proposal Issued or Order Received Statuses. I am trying to create a report that shows all opportunities that have reached any of these 3 statuses, but have skipped the "Procurement Review" Status.

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