Friday, May 24, 2019

Create a Customer Saved Search to Extract Customers Missing a Particular User Note Type

Navigate to Lists > Search > SavedSearches > New > Select Customer.

Criteria tab > Standardsubtab:

  • Add Formula (Numeric)
  • Enter formula: Case When {usernotes.notetype}='A written letter.' then 1 else 0 end
  • Set the formula equal to 0

This will allow you to extract a list of customerswho do not have the A written letter user note type.

Note: You may take the formula above and set the numeric value equalto 1 if you would like to only extract a list of customers who have the Awritten letter user note type.

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