Re: Find for customers who have not recently purchased

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Posted by Brian Cummings on May 31, 2004 at 17:20:27:

In Reply to: Re: Find for customers who have not recently purchased posted by Sue Sloan on May 29, 2004 at 10:31:27:

: : Sue, I want a list of all customers for a particular product who have not purchased in the past 90 days.

: : The find assistant has no choice for an order date NOT after a certain date, or NOT between two dates. Can you think of some other way in which I can do this?

: If all you want is customers who have not ordered anything in the last 90 days, you can set that up on the Customer View. Remember, to find "customers" you need to do that on a view that is based on that database!

: 1) Go into Design mode, and then select the Create menu, Field Definition.

: 2) Add a new field named LastOrderDate as calculated type with this formula: SMax(ordhead:1.ORDERDATE) and set the "Summary Options" to "All records in ordhead:1". Ok out of Field Definition.

: 3) Add your new LastOrderDate field to the Customer View outside of the order list panel. If you have it set up properly, it will show the date of the most recent order in it for the current customer.

: You can now do a Find on that view and put < 4/1/2004 in the LastOrderDate field to find all customers whose last order was before the first of April 2004. Or put in a date range if you want to exclude people who have never ordered anything -- something like 1/1/2000...3/31/2004 in that LastOrderDate field.

: There are no views in ODP V2 or V3 that are set up to find customers who have not ordered a particular product in the last x days. It is complicated to set up, but I have done so on a custom basis for a few customers. Let me know if you want a price for this addition to your ODP.

: Sue Sloan

Thanks, Sue, for the quick reply.

I was able to create the new field in Customer View, but I had to enter the formula as SMax(ordhead.ORDERDATE)in order for the approach to accept it as valid. I added the field onto the Customer View and it is working perfectly, showing the date of the last order.

But when I try to do a find on this view, there is no LastOrderDate field available to set within the condition tab. How do I get the field to show up there? I searched in both the customer and ordhead databases.

Also, in the past I added a few additional fields in the Customer View. How do I change the tab order through the fields?

Thanks,
Brian

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: : : Sue, I want a list of all customers for a particular product who have not purchased in the past 90 days.

: : : The find assistant has no choice for an order date NOT after a certain date, or NOT between two dates. Can you think of some other way in which I can do this?

: : If all you want is customers who have not ordered anything in the last 90 days, you can set that up on the Customer View. Remember, to find "customers" you need to do that on a view that is based on that database!

: : 1) Go into Design mode, and then select the Create menu, Field Definition.

: : 2) Add a new field named LastOrderDate as calculated type with this formula: SMax(ordhead:1.ORDERDATE) and set the "Summary Options" to "All records in ordhead:1". Ok out of Field Definition.

: : 3) Add your new LastOrderDate field to the Customer View outside of the order list panel. If you have it set up properly, it will show the date of the most recent order in it for the current customer.

: : You can now do a Find on that view and put < 4/1/2004 in the LastOrderDate field to find all customers whose last order was before the first of April 2004. Or put in a date range if you want to exclude people who have never ordered anything -- something like 1/1/2000...3/31/2004 in that LastOrderDate field.

: : There are no views in ODP V2 or V3 that are set up to find customers who have not ordered a particular product in the last x days. It is complicated to set up, but I have done so on a custom basis for a few customers. Let me know if you want a price for this addition to your ODP.

: : Sue Sloan

: Thanks, Sue, for the quick reply.

: I was able to create the new field in Customer View, but I had to enter the formula as SMax(ordhead.ORDERDATE)in order for the approach to accept it as valid. I added the field onto the Customer View and it is working perfectly, showing the date of the last order.

: But when I try to do a find on this view, there is no LastOrderDate field available to set within the condition tab. How do I get the field to show up there? I searched in both the customer and ordhead databases.

: Also, in the past I added a few additional fields in the Customer View. How do I change the tab order through the fields?

: Thanks,
: Brian

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