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saved search criteria compare value
Hi I want to create saved search based on customer. I want to pick up only customers whose {balance} is bigger than {creditlimit}. How can set in above in "criteria"? I try to set formula(text) in criteria but it did not work. Should I set it in "results"? Regards Yumiko
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Saved Search Criteria Most Recent Date
Hi, I am trying to build a KPI that calculates the total value of product on hand for a given vendor. To do this I thought I would do an item saved search. I was thinking pull all items that exist on a purchase order for the given vendor. From there I can grab on hand quantity and rate to get a total value. However, in…
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How to find all Contacts and Customers in one Saved Search?
Hello! Is it possible to find all contacts and customers in one saved seacrh? I don't really understand what criteria to set. I've tried creating two saved records separately, but that's not quite what I need.
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How to set up a Saved Search that results to records without the necessary Custom Record attached?
I am wanting to create a saved search that can look into a sub-table for a specific type of record and identify those cases where it is missing. Main Table Record 100 ----Sub-Table Record A ----Sub-Table Record C ----Sub-Table Record D Need search to include Main Table Record 100 because it is missing a Sub-Table Record B…
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Saved Searched not showing all SO
Hi, I have looked up to a save search I have, and just recently Order management team is seeing some of the orders are not coming up to this. I have completed on my end an audit to see if I am missing something but I don't see anything missing out. There are certain orders not coming up on my report and they are in the…
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Saved Search - Return all Invoice lines when 1 line meets Item/Product criteria
We are reviewing our sales history and pricing to determine if we could sustain a price increase. We want to know if we increase the price of Item/Product #1 ("PRP") and a Customer was invoiced for additional Item/Products, what is the $ amount of our risk of losing the Customer for all the Items/Products (Calcs & Forms &…