Create a Customer Saved Search to Extract Customers Missing a Particular User Note Type

Navigate to Lists > Search > SavedSearches > New > Select Customer.

Criteria tab > Standardsubtab:

• Add Formula (Numeric)
• Enter formula: Case When {usernotes.notetype}='A written letter.' then 1 else 0 end
• Set the formula equal to 0

This will allow you to extract a list of customerswho do not have the A written letter user note type.

Note: You may take the formula above and set the numeric value equalto 1 if you would like to only extract a list of customers who have the Awritten letter user note type.