Saved Search Help – Email
hello, working on a saved search to report back any bills where the communication-messages fields are blank so that we can go back and invoice the clients. i’m assuming i need to start this by searching for any invoice transactions where the communication field is blank, but i’m not sure what search type to start with. any guidance?
Kind of confusing but from what I gathered…
Not sure exactly how your workflow is set hence the ‘message fields’ but you should be able to create a saved search either at invoice or bill type and invoke the status of those to get a report/search that will give you results.