A basic question that I am embarrassed to even ask here! I created a saved search for one of our tax accountants and included the US State [Client(Main) Billing Address State] on the client record as well as the US State in the billing address on the transaction level. I am trying to set the filters so that he can select states as needed on-screen but cannot select the field from Client(Main). I can only select Billing Address State and it is pulling from the transaction level. Am I missing something? I assume many people here need to run saved searches based on US State. THANK YOU!