Create search for all customers with no transactions

To create a search for all customers with no transactions, perform the following steps:

1. Navigate to Lists > Search Saved Searches > New.

2. Select Customer.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, add: Stage is Customer.

5. In the Criteria tab > Summary subtab, add:

Summary Type	Field	Description	Formula
Sum	Formula (Numeric)	is 0	Decode ({transaction.number},NULL, 0,1)

 

6. In the Results tab > Columns subtab, add:

Field	Summary Type	Formula
Name	Group
Formula (Numeric)	Sum	Decode ({transaction.number},NULL, 0,1)

7. Click Save & Run.