I'm trying to create a saved search that shows me ...
# general
t
I'm trying to create a saved search that shows me who created which record - for opportunities, quotes, and sales orders. Does anyone know how I could show the "set by" field in a search so that it shows the earliest system note and not the latest? I can see the "set by" field as an option under System Notes, but not any variation of it.
k
Do you have the last sales activity bundle installed? It should have the "created by" field created for you.
t
Yes, but it does not have that field.
message has been deleted