Does anyone know how to customize the Transactions Search from Customer/Vendor records. When I go to a vendor record then Actions > View All Transactions it pulls up some Transaction Search. When I try to save it and customize or Return to Criteria and customize I can update it, but it never saves. Then next time I go back to the vendor it just pulls up the default transaction search.

That’s nothing but a saved search. Why not just create the search and use the name as the available filter and that way you never have to take the additional step of going to the entity record first