Hi All.
Is there any way to get the aging summary from the Customer record? I am referring to Balance aging under the Financial tab: 1-30 days, 31-60 days...
j
jarens
03/05/2020, 1:13 PM
I believe these are only available during runtime of the page. To get around this you can get and store the values in custom field(s) with script/workflow. Then they will be accessible via search, analytics workbook... etc
n
NickSuite
03/17/2020, 1:04 PM
I tried the search, they are not available as columns.