Tuesday, July 9, 2019

Saved Search to expose Contracts due for a certain Date Range together with the Sales Rep related to the Contract.

--Navigate to Lists>Search>SavedSearches>New.


--Select Transaction link.


--Set the filters under Criteriatab:


Type: Sales Order


Contract: Contract End Date- is within e.g 1/1/2014 and 3/31/2014.


--Under the Results subtab,add:


Contract: Contract End Date.


Sales Rep


--Under Available Filters:


Set "Sales Rep" onthe Filter column.


Mark the Show in Footer and Show as Multi Select checkboxesaccording to discretion.


--Assign a Search Title.


--Hit Save and Run

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