I'm running a saved search on Invoices and I want to display all the currencies a customer has been invoiced in, in one row. I can get the number of currencies a customer has been billed so far, but can I reflect all these currencies in one row/line?
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MGG
11/20/2019, 7:07 PM
I don't think that's stored in the customer record directly, which will make it hard.
What you might want to do instead is have a custom field on the Customer record where you store this information. Populate it via a script or workflow. Not ideal, though.
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JohnnyC
11/20/2019, 7:19 PM
I think If you do a transaction main line search group by customer. You could do a formula numeric summary column for each currency to total up the invoice count for each currency. Something like case when {currency} = 'USD' then 1 else 0 end. You would just add a column for each currency you offer.
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KnotKnick
11/20/2019, 8:10 PM
we have about 20 currencies being used, I think having a formula for each currency won;t be very ideal
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michoel
11/20/2019, 10:22 PM
Do you just want a list, as in "USD", "AUD", "EUR" etc? You could probably use