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contracts module

edited Apr 27, 2020 2:13PM in Ask A Guru 8 comments

Hello Gurus,

hoping this is a simple feature that i am overlooking from the Contracts Module

i have a summary saved search which I use to source and display the support and maintenance total amount when viewing a customer record

but Is there a way to include that total on a saved search of customer records ?

I'm thinking a scheduled mass update might be possible option, but the customer search results would then often be inaccurate if the mass update had not yet run

Any advice is much appreciated

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