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Duplicate customer lines in list of estimates in saved Search

edited Jun 2, 2025 2:40PM in Search / Reporting 15 comments

Hi,

I have created a saved search that lists all estimates created. However one of estimate appears in two rows. This is because one of the line itme has a project associated with it.

How can I remove the duplicate line and list only the main customer (the field shows it as {entity}). However even if I use formula text field with {entity}, it lists the customer on the estimate plus another line with project as customer!

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