Go to Reports> Saved Searches> All Saved Searches> New> Customer Under the Criteria tab, Summary subtab, add the following: Summary Type: Count Field: Address Internal ID | Description: is greater than 1 Under the Results tab, add the fields below: Internal Id | Summary Type: Group Address Internal Id | Summary Type: Count Address | Summary Type: Group Enter Search Title Click Save and Run
Tag: entity saved search
Customer Saved Search to show Customers with No Activities (Tasks, Phone Calls, Events) for the Last 30 Days
Scenario User wants to have a Saved Search to show Customer with no activities (Tasks, Phone Calls, Events) for the Last 30 Days. Solution Navigate to Lists > Search > Saved Searches > New Select Customer Search Title: Enter Title Example: Customers with no Activities Click Criteria Go to Standard Filter: Select Inactive Inactive : Click No Select Activity Fields… Activity Fields… : Click Event, Phone Call and Task Note: Always click Add once… Continue reading Customer Saved Search to show Customers with No Activities (Tasks, Phone Calls, Events) for the Last 30 Days
Address Shows in Duplicate Rows in a Customer Saved Search
Scenario There is a duplication of the customer’s Address results on their Customer-saved search. This happens if the Address fields, together with a Custom field, were both exposed on the saved search results. Solution There are two options to achieve a single-row result for addresses: 1. Use Joined fields on the Results tab of the search. Please refer to… Continue reading Address Shows in Duplicate Rows in a Customer Saved Search
Remove Duplicate records from Entity Saved Search
When creating a Customer from Lead to Customer and run an Entity Saved Search displaying the Customer Records, it might show duplicate records with same InternalID. In Order to avoid that add the following line in the criteria of the saved search. Criteria: Name/ID : does not contain (Originating Lead).