Friday, January 11, 2019

Create a search of all customers that are created by a specific user

There is no field called "Created By" on Customer searches like in transactions and activities
To create the search, we can make use of the system notes fields as criteria:


1. Navigate to Lists > Search > Saved Searches > New


2. Select Customer

3. On the Criteria tab > Standard subtab > add the fields:
     System Notes fields : Type = is Create
     System Notes fields : Set by = select the specific User that wanted to show on the Result

4. Name the search

5. Click Save & Run

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