Sunday, January 13, 2019

Create a Search that displays only the Contacts of the top Parent company

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Customer.

2. In the Criteria tab, add the following filters:

Parent Customer fields... select Name/ID is empty
Status is any of (select all that applies)

Add other filters that are applicable to the search

3. In the Results tab, add the following fields:

Name
Company Name
Top Level Parent
Contact fields... select Name, in the Custom Label field, rename it to Contact Name

Add all other fields to display

4. Save & Run.

 

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