how can I create a customer saved search with the ...
# ask-stanley-ai
l
how can I create a customer saved search with the ones that have not bought anything yet?
c
AI generated answer (using internal Slack threads):
To create a customer saved search with the ones that have not bought anything yet, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer from the list. 3. In the Criteria subtab, add the following criteria: - Type: Transaction - Transaction Type: Sales Order - Main Line: Yes 4. Click on the Summary subtab and add a new summary type: - Summary Type: Count - Field: Internal ID 5. In the Results subtab, add the fields you want to display in your search results. For example, you might want to include the customer's name, email, phone number, etc. 6. In the Available Filters subtab, add any filters you want to be able to apply when running the search. For example, you might want to filter by date range, customer category, etc. 7. Click Save & Run to save and run your search. This will create a saved search that shows all customers who have not made a purchase yet. The Count summary type will count the number of sales orders for each customer, and since we're looking for customers who have not made a purchase, we're interested in customers where this count is zero. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834387183
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831365287
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829208434
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