Melvin
03/18/2025, 3:53 PMCeligo AI
03/18/2025, 3:54 PMAI generated answer (using internal Slack threads):To create a saved search to show evergreen subscriptions that did not get auto renewed, follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type as 'Subscription'. 3. In the Criteria tab, add the following filters: - Subscription Status: set this to 'Evergreen'. - Auto-Renew: set this to 'F'. 4. In the Results tab, add the columns you want to display in the search results. For example, you might want to include 'Subscription Name', 'Customer', 'Subscription Status', 'Start Date', 'End Date', and 'Auto-Renew'. 5. Save the search. This will give you a list of all evergreen subscriptions that did not get auto renewed. You can further customize this search to suit your needs. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/18/2025, 3:54 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.795017064
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.79250592
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.791103125
Celigo AI
03/18/2025, 3:54 PM