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Is this a Dense_Rank formula? Where I arrange System Note Context by System Notes Date Desc and if the context = Duplicate Resolution, I give it a value of 1, if not 0?

`max({systemnotes.context})keep(dense_rank last order by{systemnotes.date})`

I tried that, but for some reason it is still pulling records that do not have dupe context

Do my results need to be grouped as well?

Yes. When you have summary criteria, you need to have summarized results.

You could group by customer name, and then also put `max({systemnotes.context})keep(dense_rank last order by{systemnotes.date})` as a results field, and set it to max

Plus whatever other fields you want to bring in as well.

Thanks Gregory! Currently waiting for the search to Load.