Search results by user ID 7010

Re: Customer Grid Screen - Total Amount Invoiced to Date

BenTPG — Wed, 07 Oct 2015 19:22:56 GMT

Hey Mortaza,

Thanks for the quick response. Maybe there is another way we could approach this request. I think it is a pretty good idea and that other users may find it useful as well. Here is the objective: To categorize our customers into groups based on their order history. Example: Category 1 Customers order frequently and have higher dollar orders.

To achieve this, we could apply logic to a combination of the code you already presented to create a new field:

Category 1 = (Number of Invoices > 2) and (Days since last order < 200) and (Sales Volume > $1,000)

Category 2 = (Number of Invoices > 1) and (Days since last order < 300) and (Sales Volume > $1,000)

Category 3 = (Number of Invoices > 1) and (Days since last order < 600) and (Sales Volume > $750)

Category 4 = (Number of Invoices > 1) and (Sales Volume > $500)

Then we could simply sort the Category column ascending or descending. This gives our sales person a wonderfully prioritized current list.

What do you think?

Thanks again, Ben

Re: Customer Grid Screen - Total Amount Invoiced to Date

BenTPG — Wed, 07 Oct 2015 14:46:24 GMT

Hi Mortaza,

Thank you again. It worked wonderfully. However, I am unable to use the 'greater than' or 'less than' filters on the customer list for the custom columns. Any idea what I could do to get them working?

Thanks,

Ben

Re: Customer Grid Screen - Total Amount Invoiced to Date

BenTPG — Wed, 09 Sep 2015 15:58:59 GMT

Hey Mortaza,

Thank you!!! What a wonderful welcome to the Forums. Your code worked like a charm.

A quick follow-up question: How would you use SQL to retrieve "Number of days since most recent invoice"," if that is even possible?

Thanks a again!

Ben

Re: Customer Grid Screen - Total Amount Invoiced to Date

BenTPG — Sat, 05 Sep 2015 03:36:55 GMT

Hi Mortaza,

I have a request that is very close to this solution. Could you help me create a field for my contacts grid that will show me the total number of invoices. I intend to use this to be an easy way to see customers that have re-ordered.

Thank you in advance,

Ben