need to create a new custom field on the credit memo record that gets the terms from the customer entity, can I do this with a saved search assigned to this new custom field?

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that sourcing a custom field value from an entity to a transaction directly is not possible. However, you can create a new custom field on the credit memo record and use a saved search to populate this field with the terms from the customer entity. You would need to adjust the saved search to match the credit memo data. This approach is similar to the one mentioned in the first conversation where a custom field on the customer record is populated with a sum from a saved search and the user wanted to source this value to a transaction field. Please note that this solution might not provide real-time information and the field might only be updated after the record is saved, as mentioned in the second conversation. Also, be aware that not all fields might be available for saved searches, as mentioned in the third conversation. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******