Custom Fields that Support Summary Search Derived Values

This topic provides a list of custom fields that support summary search derived values. For general information, see Creating Custom Fields with Values Derived from Summary Search Results.

You can select a summary search to provide rollup values for the following custom field types:

• Entity Fields

• CRM Fields

• Transaction Body Fields

• Other Record Fields

• Custom Record Custom Fields

Related Topics

• Creating Custom Fields with Values Derived from Summary Search Results
• Steps for Creating a Summary Search Custom Field
• Custom Field Data Types that Support Summary Search Derived Values
• Example Summary Search Custom Field
• Current Limitations for Summary Search Custom Fields

General Notices