Friday, December 7, 2018

Saved Search for Customers Celebrating Anniversary in the Company for this Month

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Customer.
3. Provide a Search title.
4. Under Criteria tab  > Standard subtab > insert Formula (Text) field.
5. For the pop-up window:
a) Copy paste the formula below in the Formula field.

Case when (TO_CHAR({datecreated},'MM')) = (TO_CHAR({today},'MM')) then 1 else 0 end

b) Set Formula (Text) is 1
c) Click on the Set button.

6. Click the Results tab to add fields you want to see from the search.
8. Click Save & Run.

Note: The Field ID datecreated refers to the Date Created field found in the Info tab of the customer record.
 In this field, NetSuite automatically records the date you created the customer record.

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