Does anyone know how I can select a certain Sales ...
# general
j
Does anyone know how I can select a certain Sales Order form when doing a transaction saved search?
k
yep, you need to use some sort criteria for these “certain” SOs, all you need is to define it
n
Criteria: Document Number or Internal ID are common choices.
j
The problem is this is a running list, so document numbers wont work as more are added each day. Looking at internal ID, I have not been able to add the internal ID of that form to the criteria
n
In that case your criteria needs to be inclusive of all those you want to see.
If you can write out the definition of “certain sales orders” I could probably provide some specifics.
k
example of criteria - all customers with University as category, all having above $100K in sales in last 6 months, etc. not internal IDs
j
Its actually a certain Sales Order form. We have multiple forms for Sales Orders, and I only want to see one kind
n
Try criteria: Custom Form
🙌 1
j
Thats exactly what I have been looking for thank you!
n
Np!