Hi everyone. Does anyone know how to make a line-l...
# general
s
Hi everyone. Does anyone know how to make a line-level memo field searchable in the global search?
s
not possible as far as I know
m
may need to create a Transaction Saved Search, and under available filters add memo (show in filter region). Then on the saved search in the filter section type the keyword youre looking for (tab out of the filter field dont hit enter) and your search will display transactions with that keyword in the memo. Hope this helps a little.
quick test of this showed promising results, depending on your goal anyways
s
Hi, just to update the requirement was fulfilled using a custom solution for each line item we now have a custom record where the script adds the memo, and that custom record is globally searchable through the custom memo field on the custom record. Then another script is added to the custom record that whenever the custom record instance is opened it redirects the user to the transaction to which it is related allowing the user to search the line memos and directly reach the required record.
Thank you @Mike VanBuren @Sam-I-Am for your kind responses.