Hello. Does anyone know how what fields to use to...
# generalt
Tina McDonald
09/03/2021, 10:44 PMHello. Does anyone know how what fields to use to create a saved search that will only show the first quote for a customer. I can pull first SO, first INV, but cannot figure out a formula that will pull the date and number of only the first quote issued on a customer. The idea is to have a KPI that shows # NEW CUSTOMERS QUOTED. Thanks.
j
jen
09/03/2021, 11:03 PMSearch: Transaction, Type: Quote (assume Quote = Estimate?)
jen
09/03/2021, 11:03 PMCriteria: Type = Quote
jen
09/03/2021, 11:03 PMMain Line = True
jen
09/03/2021, 11:03 PMresults: Main Line Name (group)
jen
09/03/2021, 11:04 PMDocument Number (minimum, when ordered by field Date)
t
Tina McDonald
09/03/2021, 11:07 PMyes, but this gives me all quotes. I am only needing quote/estimate created from a new customer. NEW CUSTOMER = FIRST QUOTE DATE. I can pull new customers by their created date... how do I pull if a quote was created for that new customer?
j
jen
09/03/2021, 11:21 PMMine definitely does not give me all Quotes. It gives me one per customer, where the Quote is the first one for that Customer.
t
Tina McDonald
09/03/2021, 11:22 PMOkay. let me give that a shot. Thank you.
Tina McDonald
09/03/2021, 11:27 PMThank you. I can work with this. I have been trying to do this for weeks.
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