Hi everyone, I am trying to create a saved search on Opportunties. Each opportunity may have multiple Appointments associated with it, but I only want the search to pull in the oldest Appointment instead of all of them. Does anyone have any ideas on how to do this? Thanks for your help!

In Criteria, you can select Date as a filter. You can then set the date as 'Relative' and go before say 8 months ago, or 8 weeks ago depending on how far back you want to go?

Thanks, but that didn't work for me.

in the results, group everything and for appointment date summary type pick minimum?

That shows me the minimum but still pulls in all the other appointments. When I run a sum on the projected amount, it doubles the sum if there are 2 appointments, triples if there are 3, etc.

👍 glad you figured it out!

Found that from modifying based on this link: http://www.netsuiterp.com/2018/09/saved-search-to-display-sales-reps.html