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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.
NSC | Remove Duplicate Records on Custom Record Saved Search
When running an existing Custom Record Saved Search, there are duplicate lines for a single record. The Main Line field is not available as a Filter on the Custom Record Saved Search.
As a solution, we need to add a criteria of System Notes on the Custom Record Saved Search.
Here is how we will be able how to remove duplicate lines for records:
1. Navigate to Lists > Search > Saved Searches
2. Preferred Custom Record Saved Search: Click Edit
3. Click Criteria tab
4. Click Standard tab
5. Filter:
Note: Always click Set and Add once Field is selected and adjusted as needed.
○ Select System Notes Fields...
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