Saved Search on Customers (Vendors) with more than one currency

Scenario:

•        Needto know which customers (vendors) have more than one currency in the Financial tab > Currencies sub tab

 

Solution:

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

 

2. Select Customer (or Vendor)

 

3. Provide a Search Title

 

4. Add below field under Criteria tab > Summary subtab (Summary Type | Field | Description):

 

- Count | Customer Currency Balance: Currency | is greater than 1

 

5. Add below field under Results tab > Columns subtab (Field | Summary Type)

- Name | Group

- Customer Currency Balance: Currency | Count

6. Save & Run