Sean Dillon

Saved Search: Active Projects with no Sales Order

Open 41 views 4 comments 0 reactions Most recent by Bry Cabria-Oracle Nov 25, 2025 3:44PMAsk A Guru

Saved Search Email Trigger: Project Status/Projected End Date

Open Closed 61 views 5 comments 0 reactions Most recent by Cherry Eunice B Licyayo-Oracle Oct 21, 2025 4:41PMEngagement Excellence

Sales order data into transaction saved search when Main Line is false

Open Closed 81 views 11 comments 0 reactions Most recent by Judith Culanding-Oracle Aug 28, 2025 7:42PMAsk A Guru

Sales Order changed after Invoice issued saved search

Accepted Answer Closed 41 views 5 comments 0 reactions Most recent by Sean Dillon Aug 8, 2025 2:39PMAsk A Guru

CASE WHEN in formula to calculate more than one Commission Rate

Accepted Answer Closed 21 views 4 comments 0 reactions Most recent by MTL_MIA Jun 26, 2025 3:59PMAsk A Guru

CSV upload of contacts (Not Leads at this stage)

Open Closed 11 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle Apr 28, 2025 4:22PMAsk A Guru

Customer Saved search with created by field

Open Closed 51 views 7 comments 0 reactions Most recent by Sean Dillon Apr 25, 2025 1:41PMAsk A Guru

Highlighting on two date criteria and Forecast Type

Open Closed 21 views 3 comments 0 reactions Most recent by Sean Dillon Feb 25, 2025 10:34AMAsk A Guru

Sales Order Saved Search with specific number of Invoices

Accepted Answer Closed 31 views 3 comments 0 reactions Most recent by Sean Dillon Feb 5, 2025 9:07AMAsk A Guru

Average on Deals Above/Below 10K

Open 91 views 10 comments 0 reactions Most recent by Sean Dillon Jan 30, 2025 4:55PMAsk A Guru

Exposing date base price last changed

Accepted Answer 21 views 3 comments 0 reactions Most recent by Sean Dillon Jan 17, 2025 9:28AMAsk A Guru

Customers who haven't purchased items from specific manufacturer

Open 11 views 4 comments 0 reactions Most recent by Clarisa De Torres-Oracle Dec 21, 2024 1:20AMAsk A Guru

Base Currency on inbuilt field in Opportunity saved search

Open 41 views 4 comments 0 reactions Most recent by Red Velasco-Oracle Nov 20, 2024 7:46PMAsk A Guru

Item group specific pricing (not customer specific)

Open 31 views 4 comments 0 reactions Most recent by Niks Blando-Oracle Oct 23, 2024 2:24PMAsk A Guru

Saved search to highlight opps that have been in specific entity status

Open 101 views 16 comments 0 reactions Most recent by Michelle Jabanes-Oracle Oct 23, 2024 1:32PMAsk A Guru

Display Item Components on Transactions Possible Fix?

Accepted Answer Closed 81 views 10 comments 0 reactions Most recent by Trixie Amora-Oracle Oct 18, 2024 5:57PMAsk A Guru

Commission saved search based on percentage of quota reached per month

Open Closed 71 views 3 comments 0 reactions Most recent by Niks Blando-Oracle Oct 8, 2024 2:54PMAsk A Guru

Saved search double counting where more than one invoice raised against SO

Open Closed 41 views 5 comments 0 reactions Most recent by Sean Dillon Sep 19, 2024 3:03PMAsk A Guru

Addition of custom field totals

Accepted Answer Closed 61 views 7 comments 0 reactions Most recent by Sean Dillon Aug 21, 2024 2:43PMAsk A Guru

Sub leads/Sub prospects via Customer Master Service Agreement

Accepted Answer 71 views 6 comments 0 reactions Most recent by Clarisa De Torres-Oracle Jul 23, 2024 4:31PMAsk A Guru

Exclude quote/estimate amount in Transaction Opportunity saved search

Open 221 views 22 comments 0 reactions Most recent by Veronica Steluta Mincior-Oracle Jul 19, 2024 4:39PMAsk A Guru

Lead Conversion Overall % Rate Issue

Accepted Answer 251 views 25 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 20, 2024 2:57PMAsk A Guru

Customer Stage/Status link to Opportunity Status

Accepted Answer Closed 61 views 5 comments 0 reactions Most recent by Sean Dillon Apr 23, 2024 8:21AMAsk A Guru

Sales Order Saved Search with email trigger when all hardware items fulfilled

Accepted Answer Closed 41 views 7 comments 0 reactions Most recent by Sean Dillon Mar 28, 2024 3:29PMAsk A Guru

Opportunity: Exp. Close Date moves from Q1 to another Quarter

Accepted Answer Closed 141 views 18 comments 0 reactions Most recent by Sean Dillon Mar 28, 2024 11:46AMAsk A Guru

Sales order with billed and unbilled amount net of tax

Accepted Answer Closed 501 views 44 comments 0 reactions Most recent by Sean Dillon Mar 26, 2024 10:00AMAsk A Guru

CASE WHEN and formula issue applying transaction type used.

Accepted Answer Closed 411 views 21 comments 0 reactions Most recent by Sean Dillon Mar 26, 2024 9:49AMSearch / Reporting

Purchase Order Saved search amount paid/remaining

Open Closed 233 views 5 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 31, 2024 7:21PMAsk A Guru

Sales Order/project search with item details

Accepted Answer Closed 111 views 11 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 22, 2024 7:33PMAsk A Guru

Forecast vs Quota Report, missing field values.

Open Closed 51 views 8 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jan 15, 2024 7:34PMCRM

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