Example Bundle Group

  • Published on Apr 4, 2023
  • 1 minute(s) read
  • Gina Magana
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  1. Setup- Accounts-Bundle Groups
  2. New
  3. Label=Service Date by Client
  4. Identifier=SERVICE_DATE_BY_CLIENT
  5. Group by Fields=Client code & Last service date
  6. Logic=none

              a.  Additional logic can be placed here to further refine the bundle group or to exclude certain accounts. You can also use logic to exclude accounts.

See Bundle Groups for more information.