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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

List all files for a customer (customer record plus transaction record)

edited Jun 2, 2025 2:42PM in Ask A Guru 7 comments

We store contracts, COI etc documents in one of customer record or in the sales order or estimate record. In order to see a consolidated view of all documents associated with a customer, we would like to have a saved search that lists:

Customer ID, Name, File Name, File Created Date and ideally the transaction number if the file is in the transaction record.

Is this possible?

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