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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

3946304 Newbie

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  • When you went back to move all the fields, did you use custom subtabs? My custom fields are on custom subtabs and they do not appear in the drop down on the move items between subtabs screen.
  • I have tried using the audience tab, as William suggested, but that did not work either. Actually, after posting to this thread, I put more details about my problem into this thread. However, I have been able to solve the problem by using a saved transaction search instead of a saved client search. I have no idea why that…
  • I know this thread is months old, but I have just run into the same exact problem. When I tick run unrestricted on a search with custom fields, the result for a restricted role is that it will not be able to view the results. Of course, if I tick public the search is then available, but its also available to everyone,…