This topic contains 1 reply, has 0 voices, and was last updated by dominicb 6 years, 9 months ago.
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djg05478- Contributions: 0
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Good Day
My goal is to create a saved Contact search that I can use in a Marketing Campaign.
I need to gather a list of Contacts that have purchased a model in a specific series. There are over 100 part numbers in the series, but all the parts start with the same 4 characters.
From a Contact search, I can use the Customer field, "Customer: Items Purchased" in the criteria and define it to all the part numbers, but then I have to manually include every iteration of the part number. Its ugly.
I was hoping to be able to use the Formula (Text) field and create a formula with the first four digits of the part number plus the percent (PXR3%) sign to include all iterations of the part number.
According to this: https://system.na2.netsuite.com/help…/customer.html, the field id for "Items Purchased" is "customer.itemsbought"but I keep getting an error that the field isn't valid.
Any insight or help would be greatly appreciated.
Thanks
Debbie
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dominicb- Contributions: 0
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If you just want a list of customers who have purchased one of these items, I would use a transaction search.
Criteria
Date Created: is within this year
Formula (Text): {item} starts with PXR3
Type: is sales order
Results
Name (Summary type: group)
You may need to tweak criteria – obviously date as appropriate for your business use case, but possibly also Type depending on your order origin and accounting processes (ie. invoice or cash sale may be more appropriate).
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