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  1. JCurve Solutions
  2. Business Intelligence
  3. Saved Searches

Saved Searches

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  • Transaction Saved Search > Get Item Description from Linked Transaction Instead from Item Record
  • Sending Email Notification to Customers Upon Case Closure Manually
  • Transaction Search to Replicate the Income Statement (Profit and Loss) Report
  • Saved Search > Invoices That Have Not Been Emailed to Customers Yet
  • Manage Record Duplicates Page
  • Saved Search > Transactions > Sales Order Not Yet Billed
  • Saved search to Send Email Alerts when Quantity Available for a Location was Zeroed Out
  • SQL Expressions
  • Saved search to include a Yes/No column to show if vendor bills have attached files
  • Create a Saved Customer Search to Show Parent Customers Only
  • Saved Search Is Not Available on Global Search When Using Custom Role
  • Searching System Notes
  • Viewing an Audit Trail for a Record Type
  • Create Saved Search that Lists Source Transactions of Intercompany Elimination Journal Entries
  • Saved Search Formula That Compares Value Between a Custom Field and a System Note Field
  • Saved Search Formula Using Date/Time Field to Calculate Days Difference
  • Transaction Saved Search > Customer > Pull Last Sales Order Created
  • Custom Field is Not Available to Add in a Saved Search Criteria Tab, Results Tab or Available Filters Tab
  • Find the Date when Vendor Bill is Fully Paid
  • Saved Search to Highlight Sales Orders Where the Actual Ship Date Is Different From the Ship Date
  • Saved Search for Average Value of Sales Order Amounts Generated by Each Sales Rep over Total Count of Orders Entered
  • Create a Saved Search to Display Sales Orders with Printed Picking Tickets and Date Printed
  • Search Saved to Show Profitability Per Transaction
  • Unit of Measure Used in Bin Transfer
  • Search all Units of Measures Created
  • Inventory Status Change Saved Search
  • Saved Search That Shows Deleted Records with Deletion Reason
  • Saved Search > Estimates > Date Created Age is More Than A Month
  • Limitations on Exports to PDF
  • Customer Payment Saved Search and Details of Invoices Paid or Applied
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