User wants to create a Saved Search to filter transactions using specific role/s.

1. Navigate toList>Saved Searches>New

• • Example: Transactions Created by A/R Clerk

• 1. System Notes Filter: SelectRole
  2. Role: EnterRole
  3. SelectMain Line
  4. SelectYes

• Note: Always click Add once Filter selected. You can add more Results fields as necessary.
• • SelectInternal ID
    • Summary Type: SelectGroup
  • SelectDate
    • Summary Type: SelectGroup
  • SelectDocument Number
    • Summary Type: SelectGroup
  • SelectName
    • Summary Type: SelectGroup
  • SelectCreated By
    • Summary Type: SelectGroup
  • SelectSystem Notes fields...
    • System Notes Filter: SelectRole
    • Summary Type: SelectGroup