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Customer Remaining Deposit Balance in Customer Center
I have been struggling with being able to have a customer search show on the Customer Center that shows the Client Name, Deposit Balance, Open Invoices, Unbilled Orders, Remaining Deposit Balance (formula). It is created using a Transaction search, as I cannot get the Customer Center to use a Company search. As such, any transaction the customer has had, creates another line (invoice, customer deposit, deposit application), so they have this huge list of the same information (as I am pulling information from the Customer record). I'd like for the search to return a single line item
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