@Justin B - are u referring to automagically send an email when results are updated

Yep. It might be criteria related? But some SOs that show up on the results will trigger the email to send. Most don't though. I can't see why!

i guess iw as referring to

Oh yeah, that's checked

Unfortunately there's not much logging here

And I just have myself on the list of recipients

Is it possible the "date of First order" gets populated after the sales order is saved - so it doesn't meet the criteria when the record is first saved?

that’s what i was thinking

so it shows up in the search when you run it, but because the field is "blank" when you first save it, then it doesn't send the notification

Ah that's a good idea. You may very well be right

Kevin is usually right @Justin B 🙂

I've noticed LOL

@KevinJ of Kansas - fyi that was a compliment btw! sorry it was backhanded there 🙂

didn't feel backhanded to me haha

My switching it to Date of First Order: Empty didn't solve it, so I'm rethinking a different approach

Workflow is great for this kind of thing.

Probably a really dumb question. Either of you know where to find the First Order Date field as criteria within a workflow? It's the only thing I'm missing in setting this up as a workflow instead (thx again Kevin). I thought I could just select Record: Customer, Field: First Order Date the way I see it on a saved search, but no such luck. :(

I doubt it exists on it. You might have to populate it somehow.