Sunday, December 2, 2018

Customer Search where Preference of Send Via Transaction is Email or Fax or Print

Answer/Solution:

1. Navigate to Lists > Search > Saved Searches > New > Customer

2. On the Criteria tab > Standard subtab > use either of the following fields:

- Email Transactions

- Fax Transactions

- Print Transactions

3. Enter Search Title and click on Save & Run button

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