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Customer entity field to show number of projects

edited Jun 2, 2025 2:41PM in Ask A Guru 8 comments

We are hoping to create a custom entity field on customer record to show the number of projects for that customer.

Do I create a customer search and add to the field? But I wasn't able to find the search name on the list when creating the custom entity field. Could you please shed some light? Thank you!


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