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Limiting Transaction Search to 1 result per customer

edited Dec 3, 2019 4:07PM in Search / Reporting 4 comments

I am trying to create an "anniversary search" to create thank you letters. I have created a saved "customer search" for customers with a transaction date = 1 year ago.
I also filter the search by a custom field called Activation_Type = new or upgrade.
This gives me 1 record per customer which is fine.
However, I also want to add the transaction date to the results. As soon as I do this I end up getting duplicate customer records in the output.
NOTE: There are only a few duplicates, ie those customers that had more than one Activation Type.

I have filed support case # 803608 to try and get some help but have not gotten it figured out yet.

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