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}}
I don’t think so.
However, you can filter by just that agent - then do an export and filter by date range in Excel.
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.
That will work but extra work just for quick reference.
Thanks @ShaneAU and @Tut