Wednesday, October 10, 2018

Create a saved customer search to show Parent Customers only

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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