Wednesday, April 24, 2019

Saved Search for Deposit Transactions and Expose Customer Name

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

2. Click on the Transactions link.

3. On the Saved Transaction Search page, set the following:

--Search Title = any name appropriate.

--Criteria tab>Type = Deposit

--Criteria tab>Date = From xx/xx/xx To xx/xx/xx.

--Results tab>add the following:

Applying Transaction Fields: Name

Customers/Projects Fields: Company Name.

4. Hit Preview/Save.

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