Search Customers who are Connected to a Particular Partners

A Customer Saved Search with Partner Fields added to the Results only shows Customers with the Primary Partner listed.

Below are the steps to list all Partners attached to a customer:

1. Reports > Saved Searches > All Saved Searches > New > Customers.
2. Under the Results tab, add the Partner Team Member field.
3. Run the search.

The results list all Partners attached to your Customers.