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.
Please check if you have selected the Memo (main) field
What I generally recommend doing here is adding a “Formula (Text)” field to your saved search results and enter the formula {enter field internal id here}.
That generally does the trip. You just need to obtain the memo field internal id. It could just be {memo} but could be something entirely different if it is a custom transaction body field.
I hope this helps!
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.
