UDFs should be able to be used in the advanced search feature.
It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.
438
votes
Nicole Petrie
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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robert williams
commented
I like using QuickLists, but the criteria for creating one is limited. It would be very helpful if you expanded that search ability to any and all (including custom) fields, so we can better use our database.