Hello, I need to create a customized list of cash deposits with the "Name" field used at the time of deposit entry. I've scrolled through thousands of fields in the deposit list customize screen and added almost a dozen potential fields named "Name" but none of them are it. This is the field in the entry screen that I'm trying to get to with my report. If there's anyone out there that has faced this and can help I cannot adequately describe how much time this could save us

Is that name field a list of customers and projects?

It's a "data validation" like list of customers and when I click deeper into the form it shows as "Customer/Client ID". I can't seem to find Customer/Client ID as a field when I try to create my customized view

The list you're looking at is probably pulling "header" name fields since I'm assuming it's just showing one line per deposit. Even if you only ever put one line on that sublist, the possibility exists that more could be used, so there's never going to be a header value for customer. You'd have to use a saved search with Main Line=F and then just "Name" should work.