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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC | Customer Saved Search > Display Customer's Preference on Sending their Transactions
Some users want to create a list of their Customers and display customer's preference on sending their transactions. You can create a Saved Search to to this, here's how:
- Go to Lists > Search > Saved Searches > New
- Click Customer
- Rename the Saved Search
- On the Results tab, under Columns subtab, add the following fields:
- Name | Summary Type = Group
- Email Transactions | Summary Type = Group
- Print Transactions | Summary Type = Group
- Fax Transactions | Summary Type = Group
- Click Save & Run
If the Email Transactions value is Yes, it means that the Customer send transactions via Email preference is checked, otherwise No. Same setup applies to
Dominica Sevilla - Oracle | OTC / P2P / SCM Guru
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