Problem/Business Requirement/Unique Question: How to create a saved customer search that will show who and when a customer was created Symptoms/Details of Business Requirements/Any Additional Information: 1. On the System Notes, the following are the information that needs to be captured: a. Type = Create b. Field = Record 2. If user have updated the address for this customer, the change or update is noted as Create as per system notes. Thus, the saved search results to multiple entries. a. Example of customer record system notes: Address was added at a different date
b. The field "Record" is not available on saved search. (System Notes Fields… = Field) Using "Type=Create" as the filter will show multiple results. c. We cannot use "Type= Set" on filter because this will also show multiple results
Solution/Workaround/Gotcha/Recommendation Details: 1. On the Criteria tab a. System Notes : Type = Create b. Formula (Numeric) = is 1 ; Formula : DECODE({systemnotes.field},'Record',1,0) 2. On the Results tab a. Name b. Date Created c. System Notes : Type d. System Notes : Set by The saved search result will now capture Type = Create and Field = Record. |
Saturday, September 8, 2018
Create a saved search showing when a customer record was created and who created it
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