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.

Rookie Asked on May 31, 2021 in Order Management.
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3 Answer(s)

Please check if you have selected the Memo (main) field

Rookie Answered on June 16, 2021.
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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!

Beginner Answered on June 17, 2021.
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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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