DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Search Engine for multiple input variable keywords


#1

I have created custom field which consist of Agent’s Referral code so that I know that transaction came from the said agents.

Right now, I need to filter out of all Bank transaction to only show me relevant Agent’s Referral code with particular month.

How do I do it?

is there anything syntax command, like. {{Agent’s referralcode}};{{10/2017}}


#2

I don’t think so.

However, you can filter by just that agent - then do an export and filter by date range in Excel.


#3

Set the custom field to show as a column. Search on the agent code. Sort the result by the date column. Export the result, copying only the relevant date span. No custom report or special search activity required.


#4

That will work but extra work just for quick reference. :joy:

Thanks @ShaneAU and @Tut