Hello everyone, I would like to create dynamic lists that filter the customers according to the number of orders placed.
Example:
- Customers with one order
- Customers with two orders
- Customers with more than two orders
Is there any way to filter the number of orders per customer?
Hi @marketimo,
If by order you mean won deals, then yes, this can be achieved with two calculation properties: Create calculation and rollup properties
First, under Settings > Objects > Deals > Pipelines, look up the internal label of your closed won stage:
Then create a deal calculation property like below, I call it ‘Is closed won (binary)’:
Then create a company calculation property like shown below:
Best regards!
No i mean the new datafield “Orders”. It is already assigned to the customer by default, but I cannot filter by the number of orders.
@marketimo what exactly do you mean when you say ‘datafield’? Can you share a screenshot?
I don’t understand how employees fit into this – you didn’t mention employees in your question?
@marketimo then you would still create a calculation property like this on the company record: Create calculation and rollup properties
Once created, you have a field that contains the number and you can created filtered views or lists.
