Need to create saved search for below requirement ...
# ask-stanley-ai
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Need to create saved search for below requirement Customers with No Orders in X Days Identify dormant customers for reactivation campaigns. Filters: Last Order Date ≥ 90 days ago Columns: Customer Name, Last Order Date, Email, Total Orders how to get total orders
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AI generated answer (using internal Slack threads):
To create a saved search for customers with no orders in the last X days, you can follow these steps: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer. 3. Under Criteria, select Standard Filter. 4. Add a filter for "Last Sales Order Date" and set it to "within the last X days". Make sure to replace X with the number of days you want to look back. 5. Under Results, add the columns you want to display. For your requirement, you would add "Name", "Last Sales Order Date", "Email", and "Sales Order Count". To get the total orders, you can use a summary type of "Count" on the "Sales Order Count" column. This will give you the total number of sales orders for each customer. Please note that the "Last Sales Order Date" and "Sales Order Count" fields might not be available depending on your NetSuite setup. If they are not available, you might need to create a custom field or use a different approach. ****** 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: 0.823667645
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821642458
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820645273
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