Hello -I've created a set of custom records and am...
# generalb
Betsy Barefoot
04/18/2023, 1:38 PMHello -I've created a set of custom records and am trying to build saved searches based on them. How do I get them to appear in the "Search Type" list? I see other custom records there but not the ones I created. These options are selected on the record types:
Betsy Barefoot
04/18/2023, 1:57 PMhmmm 3 of them are there, just not the one I wanted to use for the search. I'm a newbie at custom records and I'm guessing it's something to do with how I'm connecting them.
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Castor
04/18/2023, 2:46 PMView one of the records and in the upper right click "search".
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Betsy Barefoot
04/18/2023, 8:03 PM@Castor - THANK YOU!!
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