Sunday, June 30, 2019

Create a Custom Customer Entity Field to Show Total Sales of the Customer

Create a Customer Saved Search:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer.
3. Give a name to the Search.
4. Under the Criteria tab > Standard subtab add two fields:
  • Transaction Fields… Type is any of Invoice, Cash Sale.
  • Transaction Fields… Main Line is True.
5. Under the Results tab > Columns subtab add one field :
  • Transaction Fields… Amount.
  • Summary Type = Sum.
6. In the main area of the Results tab select Transaction : Amount from the Sort By drop down menu.
7. Under the Available Filters tab add one filter:
  • Internal ID.
8. Click Save.
Create a Custom Entity Field:
1. Navigate to Customization > Lists, Records, & Fields  > Entity Fields > New.
2. In the Label field, enter the label of the field. E.g. Total Sales.
3. Uncheck the Store Value checkbox.
4. Under the Applies To tab.
  • Check Customer.
5. Under the Display tab.
  • In the Subtab field, select the tab where the field will be placed or select Main to show it in the customer form main area.
6. Under the Validation & Defaulting tab.
  • In the Search field, select the Saved Search created before.
7. Click Save.

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