Monday, November 19, 2018

Saved Search for the Most Recent and/or Oldest Address Entered or Created in the Customer Record

Workaround/Alternate Solution:

1. Reports > Saved Searches > All Saved Searches > New

2. Select Customer

3. Under the Criteria tab > Standard sub-tab, enter the following filters:
System Notes: Type = is Create
System Notes: Field = is Address

4. Under the Results tab, click Remove All, and set the following fields:
Name
Formula (Text) = min({systemnotes.newvalue})keep(dense_rank first order by{systemnotes.date})
Formula (Text) = max({systemnotes.newvalue})keep(dense_rank last order by{systemnotes.date})

5. Set the Summary Type of the Name to Group, the first Formula (Text) to Minimum and the second Formula (Text) to Maximum.

6. Enter a name in the Search Title field and then Save and Run

Notes:
The first formula is for the oldest Address entered/created.
The second formula is for the most recent Address entered/created.

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