How to create a list of customers with a relative date of the last order in this year
First, create a new tab in the Customers module with the filter for the last order.
Filter: Customer - Last Order - Relative Date → Equal to → This Year
Now, add the fields that interest you as columns, example: Customer’s email and phone number, Sales representative responsible for the sale (Owner) and Date of the sale
Your list will look like this:
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