I am trying to create a save search that will let me look at all system notes for a period. The issue is it only brings back my system notes. Is this a role, permissions issue, or something i need fix in the search?
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David B
07/22/2020, 9:48 PM
presuming there's not a criteria in your search to the effect of "set by: me", then it will likely be a role/permission issue
Are you running a record/transaction search and looking up the system notes, or are you conducting a system note search directly?
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Paul Vana
07/26/2020, 7:33 PM
a system note search
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David B
07/27/2020, 3:19 AM
Could you post your search criteria?
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Paul Vana
07/27/2020, 3:09 PM
I only have one criteria and it is the date within this month