Thursday, January 10, 2019

Display the First or Last Address on Customer Records

If a customer record has multiple addresses and the Address field is used as one of the search results, the saved search will display multiple lines for that customer record.

The Summary Type = Minimum or Maximum option can be used to prevent this.
If you select Minimum, the first address will be used.
If you select Maximum, the last address will be used.
This can be set by:
1. Edit the saved search.
2. In the Results tab > Columns sub tab > set the Address to a Summary Type of Minimum or Maximum.
3. Set the other Column fields to the Summary Type = Group.
4. Save the search.

Note: If there are other Results that are related to the address like state or street. These fields should also be set to the same Summary type as the Address.

See also:

Defining Search Results Display Options

Defining Summary Types to Roll Up Search Results

No comments:

Post a Comment