Hi All, I want to create a saved search which pulls information about only customer with whom we had business in this fiscal year but not in past years. Can anyone help what condition should I use to achieve ? Thanks in advance.
c
C_Billings
09/17/2018, 5:56 PM
So transactions dates exist within the last year?
s
samyt
09/17/2018, 5:58 PM
Yes, but how can we use the condition ? I need to pull only customer which have tranction!!
c
C_Billings
09/17/2018, 6:19 PM
is this a trick question? Either choose the Entity to be Customer or choose specific transaction types (like Invoice or Cash Sale) since those would automatically assume a customer if you sent them a bill.