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NSC | Show Aging Estimates in a Saved Search

Apr 17, 2024 6:12PM edited May 14, 2024 9:43PM in CRM

The user wants to create an Estimate saved search that is aged from the estimate's entry date in the following number of days:

1-30 days from entry date
31-60 days from entry date
61-90 days from entry date
90+ days from entry date

To create the search, see the steps below.

Navigate to List > Search > Saved Searches > New
Select Transactions
In Criteria tab > Standard subtab
1. Filter:
  1. Main Line: is True
  2. Type = Estimate
In Results tab > Add Formula (Numeric) fields for the following:
1. Number of Days Open
  1. ROUND({today} - {datecreated},0)
2. 0-30 days
  1. CASE WHEN (ROUND({today} - {datecreated})) >= 0 AND (ROUND({today} - {datecreated})) <= 30 THEN 1 ELSE 0 END