Wednesday, January 16, 2019

Saved Search to Pull up Customers whose Balances exceed Customer's Credit Limit

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

2. Click on the Customer link.

3. Enter a Search title.

4. Under Criteria tab > Standard sub tab, add the formula below. This will allow you to filter the search and only pull up those Customers whose Balances exceed their Credit Limit.

Select Formula (Text) from the dropdown list. On the popup window, set the below:

Formula = case when {balance} > {creditlimit} then 1 else 0 end
Formula (Text) = is
Value = 1

5. Under the Results tab > Columns subtab, add Name and/or Company Name, Credit Limit and Balance fields.

6. Hit Save & Run button and check the results.

The search is now filtered to only show Customers with balances exceeding their credit limit.

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