RE: Adding to saved searches
I have a transaction saved search where I have all invoices sorted by client. I was able to group them so that I can drill down on the client then and see all of their invoices. I was wondering if there was a way to add a column to show the total count of cases for each client that fit a certain secondary case type?
This does not seem to work. Is this possible to search this when the saved search is a “transaction Search”?
The above instructions are for a Transaction Search
