To create a Saved Search that shows all Estimates with Files Attached and shows the associated Sales Order Numbers on the results, do the steps outlined below:
1. Navigate to Lists > Search > Saved Searches > New.
2. Search Type=Transaction.
3. Enter Search Title.
4. On the Criteria sub-tab, add these filters:
- Type is Estimate
- Main Line is True
- File Fields.... : Internal ID (Number) is not empty
5. On the Results sub-tab, add these fields:
- File Fields.... : Name
- Applying Transaction Fields... : Document Number
6. Click Save&Run.
Note: User may add other preferred fields as needed and change the Custom Label.
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