Saved Search to Track Changes in Bank Detail Records

You can create a saved search to view all changes made in your bank detail records. You can also add this as a sublist within your bank details for ease of accessibility. This helps track modifications made within the bank detail records.

1. Navigate to Lists > Search > Saved Searches > New
2. Click Bank Details
3. Search Title: Enter Title
   Example: Changes Made in Bank Details
4. Click Criteria
5. Click Standard
6. Filters:
   

• Select System Notes Fields...
• System Notes Filter: Select Type
• Type: Select Change
• Click Set
• Select System Notes Fields...
• System Notes Filter: Select Old Value
• Old Value: Select is not empty
• Click Set

• Select System Notes Fields...
• Click Add Multiple button
  Note: Press Ctrl key on your keyboard to multi-select.
• Select Date
• Select Set By
• Select Field
• Select Old Value
• Select New Value
• Click Add