Requirements:
CCH would like you to build a Saved Search to Find Customers. Who Has purchased at least $500 of product within the last 6 calendar months
Solution:
The criteria under the standard tab :
Status is Customer-Closed Won
Division is CCH
The category is any of Hospitality with Retail, Retail (Brick & Mortar)
Price Level is Base Price
Formula (Text) {isperson}-is False
Transaction Type is Sales Order
Transaction Date is on or after 6 months ago
Transaction Main Line is true
The criteria under the summary sub-tab:
Transaction Amount(Transaction Total) is greater than or equal to 500.00 and summary type as a sum
Results :
Company Name
Phone Maximum
Billing Address 1
Billing Address 2
Billing City
Billing State/Province
Billing Zip
Billing Country
Web Address
