Tuesday, January 1, 2019

List All Inactive Sub-Customers and Display the Parent Customer

To accomplish this, perform the following steps:
    1. Navigate to Reports > Saved Searches > All Saved Searches > New.
    2. Select Customer.
3. Provide a Search Title.
    4. In the Criteria tab > Standard subtab:
add Sub of = none of -None-
        add Inactive = True
    5. In the Results tab, Columns subtab:
add a Formula (Text) field with Formula = {parent} to display the parent customer.
6. Click Save & Run.

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