1. Navigate to Lists > Search > Saved Searches > New
2. Select Customer
3. On the Criteria tab > Standard subtab
Add the following fields:
a. System Notes Fields... > Date = is within Last Fiscal Year
b. System Notes Fields... > Old Value = is F
c. System Notes Fields... > New Value = is T
d. System Notes Fields... > Type = is Change
e. System Notes Fields... > Field = is Inactive
4. On the Results tab > Columns subtab
Remove and Add the fields to user's liking:
a. ID
b. Name
c. Email
d. Phone
e. System Notes Field : Set By (to know the user who set the customer/consumer to Inactive)
5. Name the search
6. Click on Save & Run
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