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...
Question/Problem: A.) Navigate to Lists > Search > Saved Searches > New > Transaction, Status is available but this field will only show the transaction status and not the status value coming from the Status field on the opportunityB.) Navigate to Lists > Search > Saved Searches > New > Opportunity,...
To create a Saved Search to display the User created the Sales Order, please follow the steps below:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Transaction as the Search Type.3. Enter a Search Title and set the following:A. Criteria tab > Standard sub...
In order to use the
same column option for a New Report the option to use Matrix Report will show
the similar information.
For this example the report will show Transaction by Item that are posted to a
particle account. The same concept can be used for customized reports.
1. Navigate to Reports > New Report
2. Select Transactions
3. Metric = Amount
4. Check Matrix for...
How to create a saved search which would replicate the
Sales Order by Item Summary Report, users can perform the following steps:
1. Navigate
to Lists > Search > Saved
Searches > New > Select Transaction.
2. Enter a Search
Title.
3. In
the Criteria tab > Standard sub tab, add the following
filters:
Type
=...
In the customer’s
dashboard, the Custom pipeline Trend graph cannot be filtered
by Sales rep because it is dependent on a Standard report: Total
Pipeline by Sales Rep Report.
The trend graph came from a standard KPI, and the standard report (Total
Pipeline by Sales Rep) cannot be customized for it to be filtered per sales
rep.
Since Reports cannot be customizable...
Friday, 21 October 2016
Thursday, 20 October 2016
To create a Saved Search which lists or highlights leads, prospects or customers created on a weekend:
1. Navigate to Lists > Search > Saved Searches > New.
2. Click Customer.
3. Enter a Search Title.
4. Under Criteria > Standard subtab, add the following:
Stage is any of Lead/Customer/Prospect
Formula (Text)
Formula...
User needs to a list of opportunities without a value
for Partner. The user prefers to see the result on a per-month
basis.
To the report:
1. Navigate
to Lists > Search > Saved
Search > New.
2. Select Opportunity.
3. Under Criteria tab, insert:
Filter = Formula Text
Description = is empty
Formula =
{customer.partner}
3.
Under Results tab...
Problem:
Customer needs to a report to compare
quantity sold per item per transaction. This should only show all in one line
on the report.
Solution:
a search which pulls a specific set of
transactions (e.g. sales orders, invoices, cash sales) and present the total
sum quantity of item A and the total sum quantity of item B sold against each
sales order as a single line item record...
A report or search for
customers with a certain number of transactions (sales orders, invoices,
etc) for a particular date or period
1. Navigate to Reports > Saved
Searches > All Saved Searches > New
2. Select Customer
3. Under the Criteria tab > Standard subtab, set the
following filters:
Transaction:...