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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Customer Search
I'm trying to create a customer list of our parent customers that would list all contacts for each customer and their phone numbers. I went to "customer search", and for "criteria" I chose "parent customer:inactive" "is false". Under the "results" tab, I chose "top level parent" -- but when I ran the search, I got duplicate lines for every job under every customer. (If there were 4 jobs for a customer, it listed that parent customer 4 times.) Also, when I added "contact" to the results, it only gave me one contact for each customer -- not all the contacts.
I'm sure I'm missing a step somewhere ---
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