Create A Saved Search That Shows All Active Customers And The First Contact Created For Them

To create a Saved Search that displays all Customers and the first Contact record created for them, follow the steps below:

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Contact.

3. Provide a Search Title.

4. Under Criteria tab > Standard subtab, set the following filters:
   - Inactive is False
   - Company is none of -None- > -None-

5. Under Results tab > Columns subtab, add the following fields:
    a. Company
    i. Select the Company field.
    ii. Set the Summary Type to Group.
    iii. Click Add.
    b. Internal ID
    i. Select the Internal ID field.
    ii. Set the Summary Type to Minimum.
    iii. Set Custom Label to Contact Internal ID.
    iv. Click Add.
    c. Name
    i. Select the Name field.
    ii. Set the Summary Type to Minimum.
    iii. Set Custom Label to Contact Name.
    iv. Click Add.

6. Click Save & Run.