Hi all! I have a tricky one for you.
I'm attempting to create a custom record or customer transaction record the has custom fields that grab values from a summary saved search, I'm basically using this to grab sales volume for certain areas of the business company wide not entity specific . The challenging piece is the filter field. When i filter with anything it doesn't return the value because it's filtering on the custom record. I attempted to filter by the subsidiary but that still didn't return any results. Does anyone have any ideas?