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I'm very interested in this topic, too. I'll keep searching for other answers on this site, but please speak up if you've cracked this nut. We would like to make client-specific documents available to our clients in the Customer Center, but I'm having a tough time configuring the Customer Center so that files are even…
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The long hierarchy is also an issue for us for Customer records on the global search and on tracking time. I would love for someone to find a solution to this! I did just try setting "only show last subaccount" (subentity and subitem, too) in various configurations. I logged out and back in after changing my preferences…
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OK, thank you :)