I have a saved search on a customer record that is supposed to give me the following: • Client Name - Summary: Group • Balance - Summary: Maximum • User Notes: Date - Summary: Maximum • User Notes: Message - Summary: Maximum • Transaction: Document Number In my criteria I have: • Transaction: Type = Invoice • Transaction: Main Line = is true The goal is to get the latest / last message from User Notes but my issues is with the Balance. Since I am setting as Maximum it is giving me the largest invoice amount but I need it to give me the total balance due - but without needing to drill down. How can I accomplish this?

maximum = largest... so you got what you ask If Balance is from Customer record, you have total balance already... Maximum Date is OK, you will get the correct date, but Maximum Message????? What does mean Maximum Message.. I guess you want to show the message from the maximum of date (show me message which has maximum date = latest message)... but this is not correct way to realize it

Yes, I am needing to show the last user note for that client.