To create a saved customer search which will show you the count of customers created this month and customers inactivated this month on the same search, follow the steps below:1. Create a customer search, List > Search > Saved Searches > New > Customer.2. On the Criteria Tab, mark Use Expressions = TCriteria:( | System Notes: Date is within this month | And System...
Monday, 24 October 2016
Sunday, 23 October 2016
1. Navigate to
Reports>Sales>Sale by Customers>Customize.
2. Under Edit Columns, expand Sales > Add Amount (Gross).
3. Add in five columns for Amount (Gross) and set the last column as:
Alternate Date Range
Type=Relative to Report date
Alternate Date Range = today
4. On the other Amount
(Gross) Columns, use the following:
Alternate Date Range Type=Relative to Report date
Alternate...
This article discusses
creating a saved search that contains details provided in the Pipeline Analysis
of Open Opportunities and adding the information from system notes to show
changes made and its date.
The Pipeline Analysis of Open Opportunities gives information about
opportunity deals that are approaching their expected close dates and which
opportunities sales reps should close to winning....
Saturday, 22 October 2016
To create the search, perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, add the filters as needed:
Type is Estimate
5. On the Results tab > Columns subtab, set the following:
Field
Summary Type
Formula
Summary...
Question: How is Time to Close column computed on the Closed Case Analysis Report in Reports >Customer Service > Closed Case Analysis?
Answer: The difference between the Incident Date field and the Date Created field:Incident Date: It is initially the same date as the Date Created. This date can be editable...