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AE:Customer Activities sublist on a Transaction

edited Jun 2, 2025 2:25PM in Ask A Guru 16 comments

We are trying to create a Saved Search of Activities to show as a sublist on a Transaction (specifically a Quote) to show all Activities linked to the Customer on the quote.

We tried filtering the Search to 'Company:Name/ID' but it returns ALL activities rather than just the ones for the relevant Customer. Neither 'Company' or 'Internal ID' worked either.

Can you help?

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