Help with XMerge from Commpay

chris.miller6

Hi everyone,

I'm looking to merge out some information from Commpay, specifically the Accounts list in Commpay>Transactions.

Is there any Xmerge or ability to generate a report with the listing including:
- Account name
- Account Code
- Hierarchy (Most important)
- Account Category
- Status
- Contact Name
- Contact Primary group

The hierarchy is the most important as we are working with multiple groups and need this identifier.

leah.saunders

Hey Chris,

I would suggest that for this type of request that you build a search in Commpay. You can build an 'Account Search' and include the above fields you want.

Hope that helps, Leah