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Use Account Group Values

Use this saved searches setting on Account search types to include groups that meet the search criteria. When you select Use account group values, Tamarac will return accounts that may not individually meet the criteria, but that are in a group that meets the search criteria in aggregate.

For example, if you want to search for any accounts with withdrawals of $100,000 or more, if you select this check box, you'll see any account with a large withdrawal or any group with a combination of withdrawals that add up to $100,000.

For more information about saved searches, see Learn More About Saved Searches.