Saturday, June 22, 2019

Customer Saved Search to Display the Number of Days since Customer was Last Contacted Based on Last Sales Activity

Customer Saved Search to show the number of days since customer was last contacted based on Last Sales Activity, where contact = Message, Phone call, or User Notes activities.

1. Navigate to Lists > Search > Saved Searches > New
2. Select Customer as Search Type
3. Enter value for Search Title (e.g. Days since last Contact)
4. Under Criteria tab, Standard sub tab, add Filters if necessary
(Example: Add the Filter Sales Rep = Mine if you would like to show only customers that are assigned to you)
5. Under Results tab, add the following Column fields:
  • ID
  • Name
  • Company Name
  • Last Sales Activity: LSA Link Name
  • Formula (Numeric) = ROUND ({today}-{custentity_date_lsa})
6. Click Save & Run

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