How do I filter on the "Use Match Bank Data and Re...
# ask-stanley-ai
a
How do I filter on the "Use Match Bank Data and Reconcile Account Statement Pages" field in a saved search? It doesn't appear in the filters or results fields I can choose from, and including its field ID in a formula results in an "Error: Field Not Found."
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that the "Use Match Bank Data and Reconcile Account Statement Pages" field is not directly accessible via saved search. This field is a checkbox on the account record that needs to be checked for the Account Reconciliation Page to function properly. However, it seems that this field cannot be accessed directly in a saved search, nor can it be updated via CSV import. If you're trying to filter on this field in a saved search, you might encounter difficulties as it doesn't appear in the filters or results fields you can choose from. Including its field ID in a formula might result in an "Error: Field Not Found." Unfortunately, there doesn't seem to be a workaround for this issue based on the conversations provided. ****** 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: 0.854126036
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84600842
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837524474
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