Is there a way to search for customers using a set...
# beginners
c
Is there a way to search for customers using a set of zip codes? I tried just doing a customer search with
zip
is and then my comma separated group of zip codes
I could set up a stack of
OR
lines but is there a better way?
There is 164 in the set, so I'd rather not have to make each one it's own line.
Although in your case, the formula is easier to work with in the ui
c
I'll check it out. TY!
t
@Caleb Fong I built a special tool for this that generates a formula for you to use. https://docs.google.com/spreadsheets/d/1eK38CDt5nDB4EMKlTNgspgRGLUXn4GLTf7nC5o_r6SY/edit?usp=sharing
There are instructions in the template that should be fairly comprehensive
c
Oh! Thank you! I was struggling to wrap my brain around the SQL commands
I’m not super versed in the text language of databases.
t
Totally! I’ve never shared this outside my org., let me know if you have any questions 🙂
c
@Tony Zuko It took a smidge of trial and error, but I got the formula to do what I wanted/needed! Thank you so much for such a fantastic little tool!
t
Awesome! 😄 I really appreciate that feedback!
c
double checks output Hmm I may have been a little premature in my celebration. BUT I am a heck of a lot closer to a solution, and with a bit more tweaking I think I'll get it.
This is not a negative about the tool, just need to work out how to properly use the formula.
t
Gotcha, I think Zip Codes are on a separate address record so I can definitely see how it could take an extra step to link them. Are you having trouble getting the right results columns?
c
I had a different filter line that was reducing the count of records too soon. Once I took that out, the numbers went up to what I was expecting.
Is there an easy way to filter down to just the unique values in the results? I know I can group, but that doesn't quite cover it.
t
I can’t think of anything besides using grouping when you put it that way. But if you’re “that close” to something in NetSuite, it means there’s almost always a creative way to do it, but sometimes you need to back out of a specific solution a little and take a slightly different approach. What problem are you trying to solve?
c
So I'm trying to generate a list of customers within a geographic range (see the zip codes), and I want to glean their emails to target them them with a new shipping service announcement email. Such as it is, there are some replicated entries, because people move or what have you. But if their email is consistant I can focus on showing them a new valuable service and less time trimming the 'fat' off of this csv.
Well the long/short of it was, an manual tightening of the list. We're not likely to run this search often so ... I guess this is fine. But I'm not fully satisfied.