Sunday, July 7, 2019

Avoid duplicate lines in Activity Search

When performing Activity Search, each Activity may be duplicated with a row for each attendee (shown in the Company field). To avoid this, follow these steps:
  1. Navigate to Lists > Search > Saved Searches > New > Activity.
  2. Add Criteria as needed.
  3. Under Results add needed fields.
  4. Into Results add new field:
    Company Fields... > Company Name
    Summary Type set to Minimum.
  5. Under Results subtab set summary type to Group to every other field.
  6. Click Save & Run.

Now each Activity is shown in single line.

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