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Re: How to create a Saved Search for Customers with Sales last year and none this month?
Hi @Still Learning Can you try this. By default system has 90 days functionality. For 120 days, we had to write a formulae.1 -
Re: How to create a Saved Search for Customers with Sales last year and none this month?
Our search is created on Transaction level and not customer level. If you can try to create a search on transaction with the said criteria it should work. I was able to fetch all Invoice 4 months bef…1 -
Re: Is it possible to group specific Criteria Results into one?
Hi User_2D608 You can either create a dynamic group for sales rep and use it in search OR maintain a flag on employee record of these sales rep. In the search criteria, you can add the sales rep: fla…1 -
Re: How to identify if a Sales Order has been copied?
Hi @brocha , While there is no standard field to identify but you can achieve this using customization. To achieve using customization, 1st create a custom field of checkbox type. 2nd step : create a…1 -
Re: How to identify if a Sales Order has been copied?
Hi @brocha Absolutely. However, you can fetch from "copiedfrom" field using Script before saving the record or fetch the previous Order Internal ID from URL.1
