I created a customer saved search for the same as transaction search was not working properly:
Tag: customer saved search
Create Customer Saved Search to Sum Up Entity Status per Sales Rep
Scenario The user wants to create a Customer Saved Search to sum up multiple Entity status per Sales Rep. Solution Navigate to Reports > Saved Searches > All Saved Searches > New Select Customer Enter Search Title Click Results Click Columns Field: Note: For every required field use the drop-down menu to select it and… Continue reading Create Customer Saved Search to Sum Up Entity Status per Sales Rep
Create Dynamic Contact Group of Customers that Purchased a Specific Item
User wants to create a Dynamic Contact Group of Customers that purchased a specific item. Solution Create a Customer Search: Navigate to Lists > Search > Saved Searches > New Select Customer Search Title: Insert a Title Click Criteria tab > Standard subtab Filter: Note: For every required field use the drop-down menu to select… Continue reading Create Dynamic Contact Group of Customers that Purchased a Specific Item
Saved search to find Sales Reps with the same name as the Partner
/** * Finds the internal ID of an employee based on the partner name. * * @param {string} partnerName – The name of the partner to search for. * @returns {string|null} The internal ID of the employee or null if not found. … Continue reading Saved search to find Sales Reps with the same name as the Partner
Identify dormant customers: Date of Last Sale
Dormant customers= Active customers but hasn’t done any sales transaction for past few months or for more than 1 year, as defined by client. Browsing the customer record, we can see the list of sales done under them, as in below: To identify such customers who hasn’t done any sales transaction for past 1 year,… Continue reading Identify dormant customers: Date of Last Sale