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How to create a Customer Saved Search combining Sales Order and Quote Items?
Curious if anyone knows of a formula that I can use on a Customer saved search that will give me a customers:
Last Order Date = Formula (Date) | Summary Type: Max | Formula: case when {transaction.type} = 'Sales Order' then {transaction.trandate} else null end
Last Item Ordered:
Last Quote Date = Formula (Date) | Summary Type: Max | Formula: case when {transaction.type} = 'Quote' then {transaction.trandate} else null end
Last Item Quoted:
Trying to make 1 search instead of a Sales Order search and a Quote search.
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