Create a saved search which will pull the last user notes found on an Opportunity Record

To create a saved search to pull the last user note entered on an opportunity record, follow the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Opportunity.

Criteria tab:
• You may add your preferred criteria to filter the results of the saved search.

2. Go to the Results tab and add the following column fields:

- Number | Summary type = Group
- User notes fields... Date | Summary type = Maximum
- User notes fields... Memo | Summary type = Maximum
- Formula (Text) | Summary type = Maximum | Formula:

max(to_char(substr({usernotes.note},1,3900))) keep(dense_rank last order by{usernotes.notedate})

3. Click Save.