I have a custom record that is tied to a custom transaction. User has full access to both the custom record and custom transaction type. They are the only role that creates and edits these records no problem. I am trying to setup a saved search reminder that shows all the custom record values (no issues there); however, when I add any field from the Custom Transaction to the Saved Search, the values do not show. If I add Main Line = True to Criteria, nothing shows at all. Any tips? User has Edit rights to all Custom Records and Transaction Type (they use it all day, everyday 🙂 )

create a blank role with No permission and give yourself that role, then go to that custom record and click on one of the data point that you can see as admin but not the user, then copy the URL and then change your role to no permission role, that will tell you if you need to change the permission level or add a different permission.