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Re: Is there any way to search transactions having only single item ?
After re-reading your original post and Herdi's post, I would suggest using Herdi's solution. My original solution would exclude tranA and tranC (based on your example above) because they both have m…2 -
Re: Is there any way to search transactions having only single item ?
Hello Naoki, You should be able to do this with a transaction saved search. See my criteria below: The second screenshot is a Summary type criteria and filters to transactions that only have one item…3 -
Re: Case When value is x OR y, then z
Hello @"afleetwood", I know I am a little late here but you could have also used the IN function (shown below). CASE WHEN {custbody_opp_opptype} IN ('New Buying Group/Existing Solution', 'N…2