Saved Searches
- 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