Sunday, October 28, 2018

Create a customer search with highlight based on Reminder Days field value

  1. Navigate to Lists > Search > Saved Searches > New > Customer
  2. On Results tab >  Columns subtab > select Formula Numeric from Field dropdown > then set Formula value with Field=Reminder Days and Formula= {reminderdays}
  3. Click Set button
  4. Under Highlighting tab > Highlight if... subtab > set Condition with Filter=Formula Numeric > Field=Reminder Days > Formula={reminderdays} > Formula (Numeric)=greater than > Value=(e.g) 20 > click Set button
  5. Click Set button again
  6. Set the Image, Text Color, Background Color, Bold and Description
  7. Provide the Search Title > then Save & Run 

Note: Reminder Days field is also not available as Criteria, you may use Formula (Numeric) also

 

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