Sunday, March 24, 2019

Saved Search of Customers that were set to Inactive Last Fiscal Year

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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