Saturday, September 22, 2018

Search All Customers with No Scheduled Phone Call

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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