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Compare two Criteria fields in a Formula

edited Jan 3, 2020 1:22AM in Search / Reporting 2 comments

I'm working on a Transaction Saved Search

I need to return the records where Correspondent Name contains Transaction's Last Name

LastName is in the Transactions Table
CorrespondentName is a custom field in the Items Table

LastName.....CorrespondentName
Smith..........320-042-0001 Kevin Smith......(Keep It)
Jones..........320-123-4567 Don Sharp .......(Discard)
Pratt...........323-456-7890 Patty Pratt......(Keep It)
Kender.........234-567-8901 Tom Kender.....(Keep It)

Any Ideas?

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