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Rolling up Notes (or other records)?

edited Nov 28, 2019 11:51AM in Accounting / ERP 4 comments

We're looking for the best way to roll-up Notes in OneWorld.  You have customers established in parent-child hierarchies that match your sub structured.  If a note is created on an entity record (child-level), what's the best way to make that role up to the parent-level?  Could this be done via a custom view or are we looking at something more complicated?

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