Vox Posted September 9, 2019 Share Posted September 9, 2019 When you open the "View/Search Clients" tab there is an "Advanced Search" option. Can anyone tell me how to use the "Credit Balance" field to show all clients with a positive credit balance? I've tried everything that I can think of (e.g. >, gt, neq, etc) but it only seems to work for discrete values e.g. 1 or 22.99 etc I know that I can go to the "Reports" section and start running specific reports for this info and then go back and search for each individual client but this seems a bit of a waste of time. If we have got a specific field shown in the "Advanced Search"I would expect that this is just "basic" functionality - or am I mistaken? Please see the attached screenshot. 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted September 9, 2019 Share Posted September 9, 2019 22 minutes ago, Vox said: If we have got a specific field shown in the "Advanced Search"I would expect that this is just "basic" functionality - or am I mistaken? I suspect you're mistaken and that it will just accept discrete values 25 minutes ago, Vox said: I know that I can go to the "Reports" section and start running specific reports for this info and then go back and search for each individual client but this seems a bit of a waste of time. it wouldn't be particularly difficult to write a custom report to do that, e.g hyperlink the client names and add a greater than option in the filters.. though as a SQL query, you would only need to use the query below to get a list of clients with credit.... SELECT * FROM tblclients WHERE tblclients.credit > 0 0 Quote Link to comment Share on other sites More sharing options...
Vox Posted September 9, 2019 Author Share Posted September 9, 2019 Hi @brian!, 19 minutes ago, brian! said: I suspect you're mistaken and that it will just accept discrete values That's a shame, it could be such a useful function....😞 From my perspective, if I'm looking for a customer with a discrete credit balance of say 17.64, the chances are I already know who the customer is.... Thanks for the tip on the custom report! 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted September 9, 2019 Share Posted September 9, 2019 a quick search found the report file below (I didn't write it) - it gives a list of clients with credit, and the client name is linkable... clients_in_credit.php 1 Quote Link to comment Share on other sites More sharing options...
Vox Posted September 9, 2019 Author Share Posted September 9, 2019 Hi @brian!, Thanks for that. 👍 My community search skills clearly need a lot more work! 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted September 10, 2019 Share Posted September 10, 2019 21 hours ago, Vox said: My community search skills clearly need a lot more work! I remembered it from a report pack posted in the old App Store (Community Addons) site years ago... the curse of having a good memory. 📝 1 Quote Link to comment Share on other sites More sharing options...
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