Hello all. I am having a difficult time creating t...
# suiteanalytics
a
Hello all. I am having a difficult time creating the following saved search: Sales Orders where Sales Team does not have a specific team member (based on Sales Team Role) e.g. A Sales Team usually has an accountant, administrator and sales rep. I want to get a list of Sales Orders where the sales team does not have a member whose role is sales rep. I have tried summary criteria but I cannot manage to have it work. Any help would be much appreciated.
a
I tried this and it is not working for some reason.
Let me revisit our conversation. Thank you for digging through the archives. I remember this and tried it. . . I swear I am not that lazy to repost the same questions, haha.