I want to create saved search on customer payment
# ask-stanley-ai
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I want to create saved search on customer payment
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AI generated answer (using internal Slack threads):
To create a saved search on customer payment, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the 'Transaction' type for the saved search. 3. In the 'Criteria' tab, you can set the 'Type' as 'Payment' to filter only payment transactions. 4. In the 'Results' tab, you can select the fields you want to display in the search results. For example, you can include 'Name', 'Payment Method', 'Amount', 'Date', etc. 5. If you want to fetch the most recent payment method of the customers, you can set a MAX for the 'Date' field and GROUP the 'Name' field in the 'Summary' type of the 'Results' tab. 6. Save the search. For unapplied payments, you can add a criteria where 'Status' is 'Open'. This will show you the payments that are not fully applied. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854067
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853774071
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85319376
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