On a transactions saved search, how can I pull in the balanace of the customer that is 61-90 days?

AI generated answer (using internal Slack threads):

To pull in the balance of the customer that is 61-90 days on a transactions saved search, you would need to create a saved search with the following criteria: 1. Transaction Type: Invoice 2. Main Line: True 3. Due Date: Between 61 and 90 days ago 4. Status: Open However, the aging summary (1-30 days, 31-60 days, 61-90 days, etc.) from the Customer record is not directly available in the saved search. These values are only available during the runtime of the page. To get around this, you can create custom fields to store these values using a script or workflow. Once these values are stored in custom fields, they will be accessible via search, analytics workbook, etc. Please note that this method will only provide the balance of the customer that is 61-90 days at the time the script or workflow is run. If you need to have this information updated regularly, you would need to schedule the script or workflow to run at your desired frequency. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******