Sunday, May 12, 2019

Search that would list System Notes of an Account in a given period

 1.  Navigate to Reports> New Search> Accounts> click on Create Saved Search button
 
2. Rename Search Title
 
3. On the Criteria tab > Standard sub tab
     
>> Internal Id  (of the Account)
     
>> System Notes Fields... then select desired date
 4
. On the Results tab> Columns sub tab add the following fields:
  
   >> Name 
      >> System Notes Fields... the click Add Multiple and select all.
 5. Save and Run

Note: System Notes in Chart of Accounts was introduced on version 2011.2 thus it will yield prospective changes only.

 

 

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