Display Customers with Name that Starts with X-X (e.g. A-D) Without Using AND/OR Expression in a Customer Search

Use Summary tab to set the criteria. To create the search, perform the following steps:

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Customer.

3. Provide a Search Title.

4. In the Criteria tab > Summary subtab, set the following:

Summary Type	Field	Description	Formula
Sum	Formula (Numeric)	is 1	Case WHEN {entityid} BETWEEN 'A' AND 'D' THEN 1 Else 0 END

5. In the Results tab > Columns subtab, set the following:

Field	Summary Type
Name	Group

6. Click Save and Run.

Note: This also works if criteria is base on Area Code or Zip Code. Just use the ID of the field in the formula.