Saved Customer Search to Exclude Customers whose Phone Call Record has Title with keyword “XXXX”

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

2. Under Criteria > Standard, enter the following:

• Inactive: False

• Call: Date Completed is <preferred date range>

3. Under Criteria > Summary enter:

• Summary Type: Sum

• Field: Formula (Numeric)
  Description: is equal to 0
  Formula: Case when {call.title} like '%< preferred keyword >' then 1 else 0 end

4. Under Results subtab, enter the following:

• Name
  Summary Type: Group

• Email
  Summary Type: Maximum

• Phone
  Summary Type: Maximum

• Sales Rep
  Summary Type: Maximum

• Category
  Summary Type: Maximum

• Price Level
  Summary Type: Maximum

Note: Users can add or remove fields depending on preference.

5. Enter a Search Title.

6. Click Save.