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:
• Office Phone
5. Click Save & Run