RE: Adding to saved searches

How do you add a value within a “task”  to the results on a transactions search? I have a transaction search where each customers total AR is grouped in their own rows.  I want to take a particular number from within an *activity –> task* for that customer and have it show up in the row.

pmall12 Rookie Asked on February 16, 2021 in Saved Searches.
Add Comment
1 Answers

Hi,

When you say “a particular number from within an *activity –> task*”, are you referring to a number within a field on the task?

Thanks,

Chris

Intermediate Answered on February 17, 2021.

Yes, exactly.  There is a custom field within the task and I am trying to pull that number but when I add the custom field to the results tab it is just blank when I run it.

on February 17, 2021.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.