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Mass Update using a saved search
I need to deactivate all vendors with no PO or bill in the last year. I created a saved search but don't see where to use it in the Mass Update feature. Help notes reference doing this; has it changed? If I can't use a saved search anymore, does anyone have an idea how I can enter the necessary criteria in the mass update?…
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Customer saved search for a match but ignore upper/lower case
How can I compare 2 fields in a Customer saved search for a match but ignore upper/lower case? I tried Case When {email} like {custentity_invoice_email_address} then 'Match' Else 'No Match' End I would like this result to be a Match. My Criteria only returns rows that are No Match. I was hoping to exclude this row (and…
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NSC | Eliminate Multiple Address Lines on Customer Saved Searches
A saved search on a Customer record is returning multiple lines for the same address data. Solution: Multiple address lines may appear in a Customer Search due to the fields added in the Results tab. If the Address Fields... is present, replace them with the following: Billing Address : Address 1 Billing Address : Address…
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Saved Customer search - showing Groups
Our Customers have been assigned to Customer groups with Lists -> Relationships -> Groups Now we want to show these groups on a Saved Customer Search. I'm guessing i'll need to use a Formula to get this done, but i can't figure out what that fomula should be.
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Customer record hierarchy on a saved search
How do I get the full hierarchy to appear on a saved search for a customer record which is a child account of a parent record ? ID[space][customer name]:[parent customer name]