Topic Options
#27347 - 05/25/11 07:51 AM A/R-Filter Customers with Notes
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 942
Loc: GTA & North America (Remote Su...
A/R Customers – we have Notes entered for many (but not all) Customers on the Notes/Alerts tab.

We would like to create a Filter for the Customer List that only displays those Customers where there is at least one Note.

I have not been able to figure this out yet. Is this possible?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

Top
#27349 - 05/25/11 08:38 AM Re: A/R-Filter Customers with Notes [Re: Samuel Kopstick]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Filters can only be applied to fields in the Customer record, and Notes (and Alerts) are stored in a separate file. You'll need GridView to do this inquiry.
_________________________
Andrew Bates

Top


Moderator:  Softrak Support 
Who's Online
0 registered (), 120 Guests and 5 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1868 Members
5 Forums
14579 Topics
71169 Posts

Max Online: 1408 @ 12/09/25 01:48 AM
January
Su M Tu W Th F Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31