Monday, April 8, 2019

Saved Search for Customers with Tax Item

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

2. Select Customer.

3. On the Filter dropdown under Criteria tab, select Formula (Text).

4. The Saved Client Search pop up will appear.

5. On the Field dropdown, select Tax Item.

6. On the Formula (Text) dropdown, select ' is not empty'.

7. Click Set.

8. Click on Results subtab.

9. On the Field Column under Columns subtab, add Tax Item.

10. Rename the Search to something more descriptive and hit Save/Save & Run.

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