Friday, November 23, 2018

Customer Search: Pull up Customers with Date Created 5 months ago but not over 6 months

 

1. Navigate to Lists > Search > Saved Searches > New
2. Select Type = Customer
3. Under Criteria tab, do not use Date Created. Instead, use Formula (Date) = under formula, select the Date Created field and select WITHIN 6 months ago and 5 months ago. 

The user needs to pull up Customers with Date Created 5 months ago but not over 6 months. If today is November, the user is expecting to pull up customers created on May 2011 and not anything beyond June 2011.

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