create a saved search to pull the customers added ...
# ask-stanley-ai
p
create a saved search to pull the customers added in last quarter
c
AI generated answer (using internal Slack threads):
To create a saved search to pull the customers added in the last quarter, follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer from the list. 3. In the Criteria subtab, select Date Created from the drop-down list. 4. In the next drop-down, select 'within'. 5. In the next field, select 'last fiscal quarter'. 6. Click on the 'Results' subtab and select the fields you want to display in your search results. 7. Click Save. This will create a saved search that will pull all customers that were added in the last fiscal quarter. ****** 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: 0.821385682
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820688844
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815209687
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