This topic contains 2 replies, has 0 voices, and was last updated by steven_stewart 8 years, 6 months ago.
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steven_stewart- Contributions: 0
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Hi All,
I need assistance with 2 searches I cannot seem to wrap my head around (head-cold isn’t helping). I need to pull a list of customers that have not had a case created for them in 2 weeks, then I need to pull a list of customers that only have one case in total. How would I make this happen? Thanks in advance for any assistance.
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al3xicon- Contributions: 0
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These should both be Customer type searches, and you’re going to ultimately want the relevant criteria in the “Summary” section (as opposed to the “Standard” section). For the first search, it will be something like Summary Type = Maximum, Field = Case Fields… -> Date Created is less than 2 weeks ago. For the second search, it will be something like Summary Type = Count, Field = Case Fields… -> Internal ID is equal to 1.
You’ll want to be sure to group all of your results in the results tab so you won’t end up with multiple rows per customer. Then you can add some additional results columns summarizing case information, such as Maximum of Case Fields… -> Date Created for the Last Case Creation Date (and then you can sort by that field as well).
Hope this was helpful; good luck!
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steven_stewart- Contributions: 0
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That just may work! I sincerely appreciate the help, going to build this out now and see what I can come up with.
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