SirJB7, thanks for following up, was finally able to check out the file. I hadn't thought to use the COUNTIF function, I think that might work. I'm going to play with it, I'll report back what I come up with.
Thanks for the responses...I can't access the sample at work due to firewall but I will definitely check out when I get home. I appreciate the assistance.
I'd like to create a matrix that would allow a customer service rep to quickly "qualify" a customer for a specific benefit. In order to qualify for this benefit the customer has to meet three criteria:
1. Be a new customer (less than 90 days)
2. Have not ordered previously
3. if 1 and 2 are...