2. Click on Customer link
3. Set the below formula under Results Tab > Columns Subtab:
Field | Summary Type | Functions | Formula |
Name | Group | ||
Formula (Currency) | Sum | Round to Hundredths | Case When {transaction.accounttype} = any('Income', 'Other Income') then {transaction.amount} else 0 end |
4. Enter Search Title
5. Click Save and Run
Note: This search will pull up all stages of a customer such as Lead, Prospect and Customer stage. You may add 'Stage = Customer' under Criteria Tab > Standard Subtab if you want to filter all Customers only.
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