Tuesday, November 27, 2018

Search for transactions, tasks, phone calls and events created on Weekdays

The customer needs a lists of transactions created within the business week. The list can be generated by following the steps below:

1. Go to Reports > Saved Searches > All Saved Searches > New
2. Choose Type = Transaction/events/phone calls/tasks
3. On the results tab, add a formula (text) field with the following formula:
 Case WHEN to_char({createddate},'D') not between 7 AND 8 then 'T' END

4. Click Save and Run

Note: Additional filters such as criteria fields can be added to view specific transaction types.

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