Not sure what you mean by you'd be "I would be thrilled to witness you effortlessly completing tasks.' Honestly, kinda creepy. Also, I won't be memorizing how t...

Thank you for the prompt reply. Unfortunately, this just creates more work for me. To clarify,Sales -> Clients -> Search -> Result -> "Sort by Name or Details" ...

While this may be helpful for someone else, it does not address the question I asked. I need to see credit balances, not scan a 300+ client transaction report s...