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How to create a Saved Search that will display all the fields under Customer Balance Information?

edited Jun 2, 2025 2:33PM in Ask A Guru 3 comments

Hi,

Currently, the balance information under the financial tab for a customer record is displaying incorrect data. I would like to create a saved search where it pulls all the fields with correct data.

Can someone help me with how the saved search this to be created?

  1. What should be the search type, Criteria, and formula that will display all data for the below fields? Attaching a screenshot for reference.
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