Sunday, April 28, 2019

Saved Search to view list of vendor records to which changes were made

Users would like to see a list of vendor records to who changes were made within a period of time.

This can be done by the following steps:

  • Navigate to Reports > New Search.
  • From the list, select Vendor.
  • If not already check-marked, please check mark 'Use Advanced Search'.
  • In the Criteria tab and Standard sub-tab add the following lines.
  • ' System Notes Field... '> Type > Change.
  • ' System Notes Field...' > Date > enter desired date range.
  • Click Submit.
  • From the list you are provided, can click on ' View' on each of the vendor and navigate to their 'System Information' tab to view the System Notes for any changes that were made.
  • If you like the result, click on Save This Search on the results.

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