There are instances when users want to use Saved Search to generate a Price List for their Customers. This is primarily important when they want to include additional Customer information on the results because the Generate Price List function on the Customer Record has limited information to display. Solution To create the Customer Saved Search: 1. Navigate to Lists > Search > Saved Searches > New 2. Search Type > Click Customers 3. Click Criteria 4. Click Standard 5. Filter: Note: For… Continue reading Generate Customer Price List with Additional Customer Information through Saved Search