Edo_Aroni Red Ribbon

Hi CK43213, We had a similar issue and it somehow disappeared when we unticked the EFT check box, saved record , edited the record, checked the EFT box again and saved the record. You might want to try that. I don't see any risk doing that. Thanks, Edo

Hi @Jack Daryl Espiel-Oracle , Correct I was referring to a check box . It must have slipped in my mind. 🙄 Curiously, also in my solution I called it exacly simply email sent 😉 Thanks for confirming it. I much appreciated your feedback. Thanks, Edo

Hi @Gabriel Jarillo Soto, A solution that I have used for a similar problem was to create a custom text box in the record (in my case was the invoice record) that change the value to true (tick) when the email is sent out the first time and a simple condition based on that check box that skips the email action when the…

Hi @Patrick Fresnosa-Oracle , Your solution helped me to find the report with the option allow web query enabled but when I disabled it and run the saved search again I come across inconsistent results: that report was still listed in the saved search Anyway I have figured out how to resolve the issue and I take this…

Many thanks @Patrick Fresnosa-Oracle , Fantastic! 👍️You helped me to resolve my query and also teach me another method to retrieve data using the Analytic Audit Trial. 😊 Much appreaciated your help, Regards, Edo

Hi, I was able to find the invoices with no revenue arrangement using the following criteria on a transaction type search: Cheers, Edo