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Help creating Customer Search where transactions do not contain certain text in title

edited Jan 3, 2020 12:32AM in Search / Reporting 2 comments

We use a standard title string for a specific type of Estimate that each customer should have on file.  I need help creating a search that will locate all customers that do not have an Estimate on file that contains specified text in the title so that we can track those customers who are yet to have an estimate created.

Thanks

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