Saturday, November 17, 2018

Create a Saved Customer Search filtered by Billing Country

Billing Country field is available as a result field but not as a criteria. To use this field as a filter, follow the steps below:

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

2. Select Customer

3. On the Criteria tab, add the following:

Filter

Description

Formula

Formula (Text)

is 'Country'

{billcountry}

Note: Replace 'Country' with the Billing Country

4. On the Results tab:

** Remove unnecessary columns
* Add the columns you want to see

5. Enter a Search Title

6. Click Save & Run

Note: {billcountry} can also be used as a filter in Saved Contact Searches.

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