To create a Saved Customer Search and show only Parent Customers, follow the instructions below:
1. Navigate to Lists > Search > Saved Searches > New
2. Select Customer
3. On the Criteria Tab, add the following:
** Sub of is any of -None-
** Stage is Customer
4. On the Results Tab:
** Remove unnecessary columns
* Add the columns you wanted to see
5. Enter a Search Title
6. Click Save and Run
Note: This search when run/previewed will only show customer records that are parent. You may add additional criteria to your preference.
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