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Show Most Recent Note on AR Aging saved search

in Ask A Guru 11 comments

Hi Community

I am able to re-create the AR Aging summary report using a customer saved search. My user wants to see the most recent user note for each customer on that AR Aging Summary saved search. My issue is that the saved search is pulling all notes for each customer e.g if a customer has two notes then there are two lines on my report with the same AR amount and different notes. This also skews my AR total value.

Any pointers on how to bring the latest note whilst maintaining integrity of the AR summery saved search?

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