We are trying to get a list of customers who have not purchased from us in a certain period of time. If we go to Customer List (new version) and populate the Sales Period fields - the screen comes back blank (no selection fields - just says “Customer List”).
If we use the old version of the screen and put in the date range, it just pulls all customers (even if they don’t have sales in the period specified).
What we’d really like is to see if we can get the value from “Latest Invoice” on the list of columns so then we can export and review the data.
(Also, it looks like the new version of the screen doesn’t allow you to +/- columns and just defaults to showing all available columns on the screen.)