Tuesday, October 2, 2018

Saved Search That Displays All Customers Celebrating Their Birthday Today

Important:

In Step 5, replace custentityX with the actual ID of the custom field used to track your customers' birth date.
1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Customer
3. Provide a search title.
4. Under Criteria tab  > Standard subtab > insert Formula (Text) field.
5. From the pop-up window, insert the below formula:
   Case When (TO_CHAR({custentityX},'fmMonth DD')) = (TO_CHAR({today},'fmMonth DD')) then 1 else 0 end
6. Still on the pop-up window, set Formula (Text) is 1, as shown below:
Image
7. Click the Results tab to add all the fields you want to see from the search.
8. Click Save & Run. 

on

1 comment:

  1. CaptAHavJune 18, 2020 at 1:47 PM

    This is perfect thank you. What if I wanted the results to say if the birthday was this week? Not sure which parameters to change.

    ReplyDelete

Subscribe to: Post Comments (Atom)