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Project Search Filtering

edited Jun 2, 2025 2:25PM in Ask A Guru 6 comments

Is there any clever way to filter out Projects by customers that are duplicated. I am trying to create a simple search of customers that we haven't done work with in the last 6 months. So if we did work with Customer A in 10/10/20 and then a recent project with them, I'd like them removed from the list.

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