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?

pmall12 Rookie Asked on February 15, 2021 in Accounting.
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2 Answers

This does not seem to work. Is this possible to search this when the saved search is a “transaction Search”?

Rookie Answered on February 15, 2021.

The above instructions are for a Transaction Search

on February 16, 2021.
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