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NSC | Combine User Note Date and Phone Call Date in one Formula Field in a Saved Search
Scenario 1: In a Saved Search, combine the User Note Date and Phone Call Date in a single Formula Field. The expected result is to show the total number of user notes and phone calls created per contact THIS YEAR. Soution Navigate to Lists > Search > Saved Searches > New Select Contact Enter Search Title In Results tab…
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NSC | Saved Search to Get the Number of Phone Calls Before the First Sale
Scenario: The user would like to see how many phone calls were made before their first sale. Solution: Create a Customer Saved Search and use a formula to get the value. 1. Navigate to Lists > Search > Saved Searches > New 2. Select Customer 3. Enter Search Title 4. In Criteria tab > Standard subtab Filter: Select Formula…
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NSC | Phone Calls Portlet: Missing Phone Call Records for Other Employees
Scenario The user would like to see everyone's phone call records in the dashboard. The Phone Calls portlet will not display phone calls that users are not the organizers of. This is standard behavior. As a workaround, you may opt to use a Saved Phone Call Search and a Custom Search Portlet. Solution Step I: Create the…