Tuesday, October 2, 2018

Saved Customer Search results include Child customer's name in the Name column

To show the customer "Parent" name only on a Saved Customer Search instead of displaying it as "Parent:Child", users need to use an SQL expression when running Searches/Saved Searches through the following steps:

1. Edit the Saved Customer Search or to create a new search, navigate to Reports > Saved Searches > All Saved Searches > New.

2. Go to Results tab, then Columns sub tab.

3. Select Formula(Text) from the Field dropdown list.

4. Set the following formula:

RTRIM(REGEXP_SUBSTR({name},'[^:]*'))

5. Hit Add.

6. Hit Save.

 

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