Thursday, March 28, 2019

Include Job/Project fields on an Opportunity Saved Search

On an Opportunity Search the Project (Job)  Fields... is currently not available to be used on the criteria and the results tab even if the records are linked together. The alternative solution is to use a Transaction Search instead.

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

2. Choose Transaction.

3. Under Criteria, add : Type : Opportunity.

4. Add the needed Project (Job) Fields... on either the Criteria or Results tab.

5. Click Save & Run.

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