Rich Keller
02/27/2025, 5:45 PMCeligo AI
02/27/2025, 5:45 PMAI generated answer (using internal Slack threads):To filter a custom saved search on the customer portal, you can add an available filter to your saved search that allows you to select the customer. This will display only the transactions that belong to the selected customer. Here are the steps to do this: 1. Navigate to the saved search you want to modify. 2. Go to the "Available Filters" subtab. 3. Click "New Filter". 4. In the "Field" dropdown, select the field you want to filter on (in this case, "Customer"). 5. Save the changes. Now, when you view the saved search on the customer portal, you should see a new filter dropdown at the top of the page. Selecting a customer from this dropdown will filter the results to only show transactions for that customer. Please note that this will not create a dropdown selection of customers that are in the full report. It will still show all customers, but you can type in the name of the customer you want to filter by. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
02/27/2025, 5:45 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847851872
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832857847
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831232727
Celigo AI
02/27/2025, 5:45 PMCeligo AI
02/27/2025, 5:46 PM