To create the customer search, 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 > Summary subtab, set the following:
Summary Type | Field | Formula | FORMULA (NUMERIC) |
Sum | Formula (Numeric) | DECODE({call.status}, 'Scheduled',1,0) | equal to = 0 |
5. In the Results tab > Columns subtab, set the following:
Field | Summary Type | Formula | Summary Label |
Name | Group |
|
|
Formula (Numeric) | Sum | DECODE({call.status}, 'Scheduled',1,0) | Scheduled Only |
6. Click Save & Run.
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