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MaryPeace

07/14/2020, 3:46 PM
Scenario: Our customers have associated "Categories"/channels listed on their customer records. Is it possible to have those categories show up on a search that includes JEs listing those customer names? Simply including the Category field in the search results seems to give no results for JEs, as it does for other trans types.
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Luis

07/14/2020, 4:08 PM
Try using the Customer Fields... join. Although I doubt it would work on JEs but worth a try.