[Jordan Manningham Contributions: 0Level 1☆]

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: 0Level 1☆]

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.

[Jordan Manningham Contributions: 0Level 1☆]

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}||’‘

[david.smith Contributions: 0Level 1☆]

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.

[Jordan Manningham Contributions: 0Level 1☆]

Just removed that results column. No duplicate results!

Much thanks!

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