How To Use All Account User Defined Fields On SmartLists – Step By Step

In a post last week I linked to Frank Hamelly’s post on using all four User Defined Fields on the Account Maintenance window (Cards > > Financial > > Account). I thought it might be useful to follow up with a step-by-step … Continue reading →

See the original article here:
How To Use All Account User Defined Fields On SmartLists – Step By Step