Thursday, June 6, 2019

Customer Saved Search - Ability to search on Give Access field

Show on Results tab of a Customer Search the Give Access check box on Access tab of a Customer Record.

On the Results tab of the Customer Search select the following:

Field = Formula (Text)

Formula = select on the Field drop down Login Access this would return {giveaccess} on the Formula box then click Set.

Upon clicking Submit or Save and Run.

Results would return either F or T.


1. Navigate to Lists > Search > Saved Searches > New > Customer
2. Results tab > Add Login Access field

3. Click Add
4. Click Preview or Save

Result would return either Yes or No

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