Hi all. Creating a new saved search for a bulk em...
# general
j
Hi all. Creating a new saved search for a bulk email merge. I need to exclude a number of vendors from the search results (about 200). Is there a way to do this quickly rather than having to create a individual line in the search to exclude each vendor? I have a list of the internal ID's and vendor numbers in Excel. Is there a quick way to copy and paste these into the search at all? Unfortunately the excluded vendors don't fit into a particular category etc. Thanks!
j
First use something like textjoin in excel to join the 200 internal ids into a cell each value separated by a comma
Then copy the contents of that cell, and create a Formula numeric criteria equalto 1
case when {internalid} IN (1,2,3,4) then 0 else 1 end
the 1,2,3,4 are the internal id's you copied from excel
the IN only allows a list of 1000 but you're well under that with 200
k
Dude. Just add a checkbox to the vendor record "exclude from bulk email merge" use that not being checked as a criteria
j
you can run the macro in this sheet to create an IN statement. ALT-F8, run
j
While I was just trying to directly help the original poster with the issue getting values into a saved search query I think @KevinJ of Kansas is correct create the custom checkbox, and then just do a CSV import to update the new custom field on the vendor records. It's more of a solution as the list of 200 will no doubt change at some point.