1. Go to Lists > Search > Saved Searches > New > select Transaction
2. Enter your preferred Search Title
3. Under Criteria tab > Standard sub tab, set the following:
- Type is Cash Sale
- Auth. Code is empty
- P/N Ref is empty
- Payment Method is any of (select all credit card payment methods used ex. AMEX, Discover, JCB, Laser, Maestro, Master Card, VISA)
4. Under Results tab, set the following:
- Name
- Number
- Payment Method
- Auth. Code
- P/N Ref
* Users can always add or remove result fields depending on what you need.
5. Hit Save & Run
No comments:
Post a Comment