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Jeff Sheibels

03/18/2019, 5:15 PM
Question: Is it possible to group transaction # on a saved search results for a custom record?
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James Morris

03/18/2019, 6:48 PM
@Jeff Sheibels should be, assuming that the custom record links to transaction records in some way. Go to the linked field at the bottom of this list and look for "Transaction Fields..." then select Document Number.
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