Q1: What is Saved Search in Customer Credit?
Saved Search lets you store commonly used filters for faster access when working with Customer Credit
Q2: What filters can I use in a Saved Search (Customer Credit)?
Saved Searches support:
Numeric ranges (e.g., amount ranges)
Date ranges (e.g., specific time periods)
Text filters (e.g., reference numbers, contact names)
Q3: Can I edit or delete a Saved Search (Customer Credit)?
Yes. You can edit or delete Saved Searches using the same modal where you created them.
Q4: Can I apply multiple Saved Searches at once?
No. Only one Saved Search can be active at a time. It behaves like a regular filter and cannot be edited inline or combined with other filters.
Q5: Are there any rules when creating a Saved Search (Customer Credit)?
Yes. Filters must pass strict validations—no duplicate rules or invalid combinations are allowed during setup.