Anyone knows how to get account number and name to...
# general
j
Anyone knows how to get account number and name to show on saved searches?
s
You mean COA .
j
COA?
oh yes! Chart of account - haven't had coffee yet
k
What type of search is it? Transaction? Selecting "Account" in the results accomplishes this
s
I’ve only archived this by custom field, which are unnecessary but that’s the only way.
j
@sam1128 Thanks! Yeah I'm coming up with all kinds of dead ends and we don't want to create additional fields for now.
@kennkerp I have a few types of search but the one I'm looking at now it's an item search
k
aaaaaaaah....OK. Yeah, sucks that the joins don't exist to the Account record on items like it does on transactions.
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r
Does it have to be a search? The joins you're looking for exist on Analytics Workbooks.
j
@RJMNS I don't think it has to be a search necessarily and not familiar enough with Workbooks unfortunately, but I'll give it a try
s
You might be able to do based on system notes .