Create a Saved Transaction Search for Latest User Notes Entered

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Transaction in the Search Type list.

3. Enter a name for the new search.

4. Add the following filters in the Criteria tab:

• Main Line = is T
• User Notes Fields... > Date > not empty

5. Add the following fields in the Results tab:

• Number
• Formula (Text)
• Formula (Date/Time)

6. Enter the following Summary Types for each field you added.

• Number >> Summary Type = Group
• Formula (Text) >> Summary Type = Maximum
• Formula (Date/Time) >> Summary Type = Maximum

7. For the Formula fields, enter the following formulas in the Formula column.

• For the Formula (Text) field, Formula = max({usernotes.note}) keep(dense_rank last order by {usernotes.notedate})
• For the Formula (Date/Time) field, Formula = max({usernotes.notedate}) keep(dense_rank last order by {usernotes.notedate})

8. For the Formula fields, enter the following in the Summary Label column.

• For the Formula (Text) field, Summary Label = Latest Note
• For the Formula (Date/Time) field, Summary Label = Date Latest Note Entered

9. Click Save & Run.