How to create a saved search that shows customer r...
# ask-stanley-ai
u
How to create a saved search that shows customer records with the same name but different internal ID
c
AI generated answer (using internal Slack threads):
To create a saved search that shows customer records with the same name but different internal ID, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer from the list of record types. 3. In the Criteria subtab, add a filter for Name, and set the condition to 'is not empty'. This will ensure that only customers with a name are included in the search. 4. In the Results subtab, add the fields 'Name' and 'Internal ID'. 5. In the Summary subtab, add a 'Group' summary type for the 'Name' field and a 'Count' summary type for the 'Internal ID' field. 6. Add a new filter in the Criteria > Summary subtab. Select 'Count of Internal ID' and set the condition to 'greater than 1'. This will filter out any customers that do not have more than one internal ID. 7. Save and run the search. This saved search will return a list of customer names that have more than one internal ID, indicating that there are multiple customer records with the same name. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845617354
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842388809
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84154582
Please provide your feedback on this answer.