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How to Calculate the Age of Customer?

edited Jun 2, 2025 2:31PM in Accounting / ERP 6 comments

I tried calculating the Age of the Customer under Validating and Defaulting tab but since the formula needs summary I created a saved search and pulled those values into a custom field in the Customer record using BEFORE LOAD user event script. Now, since that field's store value is unchecked (name it ABC) I couldn't source it into another search. So, I duplicated that field into another field whose store value is checked (name it XYZ) using WORKFLOW and hid the ABC field in Customer record. The problem here is since the script is BEFORE LOAD, I cannot run the

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