On a SAVE SEARCH – A/R SUMMARY showing 1 – 30 Days | 31-60 Days | 61 – 90 Days| How do I update user notes. Currently it adds all individual user notes and added the dollar ($) amount as well. So if there are 3 notes on the individual invoice the amount gets multiplied by 3.
Any help would be greatly appreciated.
Could you please share some screenshots of how your Saved Search is set up.
Thanks,
Chris
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