Scenario User wants to have a Saved Search to show Customer with no activities (Tasks, Phone Calls, Events) for the Last 30 Days. Solution Navigate to Lists > Search > Saved Searches > New Select Customer Search Title: Enter Title Example: Customers with no Activities Click Criteria Go to Standard Filter: Select Inactive Inactive : Click No Select Activity Fields… Activity Fields… : Click Event, Phone Call and Task Note: Always click Add once… Continue reading Customer Saved Search to show Customers with No Activities (Tasks, Phone Calls, Events) for the Last 30 Days
Tag: opportunities
Extract Estimate Records on Opportunities Saved Search
1. Navigate to Lists > Search > Saved Searches > New > Select Opportunity. 2. In the Results tab > Columns subtab 3. Select Estimate Fields… 4. Select the required Estimate Fields Example: 5. Click Add 6. Click Save & Run Sample output: