Tuesday, June 18, 2019

Ability to eliminate duplicate customer names when running a customer saved search.

Ability to eliminate duplicate customer names when running a customer saved search.

 

One of the possible reasons why a search result is creating duplicate entries when running a saved search is because of the result fields being added in the saved search (e.g. Activity : Last Modified wherein it will display several activity records per customer).

 

If duplicate entries still persists, make sure that the saved search is not using the Activity : Last Modified as one of fields selected in the Sort By or Then By fields in the Results Tab.

 

To test this scenario, do the steps below:

I. Edit an existing customer record that has several activity records (e.g. an event, task or phone call created per customer)

 

II. Create a customer saved search wherein it has two filters in the Criteria Tab.  Note: Make sure that the Show List When Only One Result= T in the User Preferences page.

            1. Navigate to Lists > Search > Saved Searches > New.

            2. Click Customer.

            3. In the Criteria tab, add the following filter criteria below:

                        Stage= is Customer

                        Internal ID= is XXX.    

Where 'XXX' is the internal id of the customer record created in Step I

                       

            4. In the Results tab, we have the following:

                        • Sort By= ID

                        • Then By= Activity : Last Modified

                       

            4.1. In the Columns subtab from the Results tab, we have the given options below:

                        • ID                                                                                         

                        • Name                                                                                               

                        • Email                                                                                                

                        • Phone                                                                                              

                        • Office Phone                                                                                               

                       

            5. Click Save & Run

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