RE: When I am creating a Saved Search then Memo value is not fetching

I have created a Saved Search on Sales record but I see that the Memo value is not coming correctly in that saved search, either it is not coming or coming wrong.

ashwinji Rookie Asked on May 31, 2021 in Order Management.
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3 Answers

Try setting the criteria to Main Line = True. That will make sure the memo that is getting brought into the results is the top-level memo for the transaction.

Rookie Answered on June 24, 2021.
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