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