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.
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
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.
