This topic contains 4 replies, has 0 voices, and was last updated by Jordan Manningham 7 years, 12 months ago.
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Jordan Manningham- Contributions: 0
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The search returns all the customers, prospects, and leads we have. The problem is that a result is being produced for each contact at each company. We only want one result for each company.
What is some criteria that would accomplish this? There is no Main Line option for entity searches.
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erictgrubaugh- Contributions: 0
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Can you share your existing Criteria and Results columns?
You can try filtering by either “Status” or “Entity Type” to weed out what you don’t need.
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Jordan Manningham- Contributions: 0
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Criteria:
Status (is none of) Customer-Lost Customer, Prospect-Closed Lost
Inactive (is) false
Entity Type (is) Customer
Results:
Name
Sales Rep
Formula (Text) – ‘‘||{acti vity.contact}||’‘
Formula (Text) – CASE WHEN LENGTH({email}) != 0 THEN ‘Send Email‘ END
Phone
Formula (Text) – ‘‘||{custentity_link_name_lsa}||’‘
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david.smith- Contributions: 0
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Might be your first results formula. If you ask for any sublist records, like contacts, it will return more than one result for that customer.
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Jordan Manningham- Contributions: 0
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Just removed that results column. No duplicate results!
Much thanks!
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