I have client records that may have related-records indicating they attended a conference. I want to tag client records that have not attended a conference in the last 3 years. They may have conference records prior to 3 years past, but will have none onward from that.
I'm asking Netsuite to search from 3 years ago, and return client records where conference records do not exist.
My question is, how can I get NetSuite to work with a system date range, today-3 years and out into the future, in a saved search?
The first criteria is, for example, 'conference record ID is NULL.' The date criteria something like, 'after today -1095 days.'
I got this to work by adding a 'Formula (Date)' filter as a criteria in the saved search. Then, in the description, 'after 3 years ago (relative), and the field typed-in as {today}. This worked to filter the other criteria within the date range.