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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 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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