04-30-2014 06:30 AM
I have a simple question.
I want to set up a process were customers may make multiple payments and I have triplicate custom fields for
PAYMENT AMOUNT (1, 2 & 3) = £
PAYMENT MADE (1, 2 & 3) = YES/NO
I just want to create a group or find, where I can identify what payments are outstanding, regardeless whether partpayments have been made. Baring in mind the results must be:-
1) Identified as a CUSTOMER in the ID Status field
2) Either Amount 1, amount 2,or amount 3 must contain data.
3) Any of the three tick boxes for payment received must be unchecked (i.e a customer may have made payment 1 but payment 2 &3 are still due and therefore they should appear in the Group)
I have set this up below - however it is returning a group list which is not correct based on the criteria listed above
I want to produce a filtered list which performs as follows:
First isolate all customers from the ID/Status field....
THEN take JUST these Customer records and look to see "Payment x - amount" in any of the fields, shows a value
THEN take these results and check whether payment remains outstanding on ANY of the 3 check boxes.
Therefore exclusing (a) any non-customers (b) any customer that are not due any money but it is important that they are included is they have made partical payment
It looks like all it is doing is taking the last statement and returning results of Paid 3 = false and returning the list (in this case the entire database)
I think this is just a limit of Act, Groups.
I look forward to your comments
04-30-2014 06:48 AM
All you need to do is to add parentheses
To the left of Payment 1...
To the right of Payment 3 ...
To the left of Paid 1
To the right of Paid 3
I believe that will do it.