This topic contains 1 reply, has 0 voices, and was last updated by fourthwaveconsulting 6 years, 11 months ago.
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chrispyg- Contributions: 0
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Is there a way to create a saved search that will combine User Notes and messages for a single customer. We want a single view so we can see if following correspondence with a customer any orders where taken.
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fourthwaveconsulting- Contributions: 0
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User notes and messages are both tables that are linked from the customer record. You could create a customer saved search, then in the results column, scroll down to the 'Messages…' line. Anything with the ellipses (…) after it is a linked table. You can pull in the fields you want from those tables into the customer search. It can get more complicated, as often the same record will show up multiple times. You can use grouping to get around this.
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