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Saved Search Transactions Created by Support/Sales Rep

edited Jun 2, 2025 2:30PM in Ask A Guru 8 comments

Hello,

I would like build a saved search of quotes that were from users who have Support/Sales Rep box checked on their employee records. Is there "Created By fields..." join or something similar from a transaction saved search?

From a transaction saved search, I was able to get "Created By" field to display user names but there's no way for me to filter by support/sales rep users.

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