User want to expose the Entity Bank Details of the Customers in a Saved Search.
- Navigate to Lists > Search > Saved Searches > New
- Click Entity Bank Details
- Search Title: Enter Title
Example: Customer Entity Bank Details List - Click Criteria
- Click Standard
- Filter:
Note: Always click Add once field selected and adjusted as needed.- Select Inactive
- Select No
- Click Set
- Select Inactive
- Click Results
- Click Columns
- Field:
Note: Always click Add once field selected and adjusted as needed.
-
- Select Account Type
- Select Bank Account Name
- Select Bank Account Number
- Select Branch Name
- Select Branch Number
- Select Bank Account Payment Description
- Select Parent Customer
- Select Bank Account Type
- Select Bank Code
- Select Bank Number
-
- Click Save