Saturday, April 13, 2019

Saved search to display emails sent to customers for invoices created

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

2. Under Criteria tab > Standard subtab, enter the following:

Typeis Invoice 
Main Lineis true 
Messages : Typeis Email 
Messages : Dateis on today 

3. Under Results tab, enter fields depending on your preference.

4. Enter a Search Title and hit Save.

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