This topic contains 4 replies, has 0 voices, and was last updated by Jordan Manningham 7 years, 12 months ago.

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  • #23057 Score: 0

    Jordan Manningham
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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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  • #23058 Score: 0

    erictgrubaugh
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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.

  • #23059 Score: 0

    Jordan Manningham
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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) – '<a href=https://system.na1.netsuite.com/app/common/entity/contact.nl?id='||{activity.contact.id}||'>'||{acti vity.contact}||'</a>'

    Formula (Text) – CASE WHEN LENGTH({email}) != 0 THEN '<a href=mailto:'||{email}||'>Send Email</a>' END

    Phone

    Formula (Text) – '<a href=https://system.na1.netsuite.com'||{custentity_link_lsa}||' >'||{custentity_link_name_lsa}||'</a>'

  • #23060 Score: 0

    david.smith
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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.

  • #23061 Score: 0

    Jordan Manningham
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    • Level 1

    Just removed that results column. No duplicate results!

    Much thanks!

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