Monday, June 10, 2019

Customer Saved Search Results Return First Five Characters

To create a Customer Saved Search with a 5 character Customer column, perform steps below:

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

2. Select Customer.

3. Enter the following in the Results tab:

---Formula (Text) | Summary Type: Group | Formula: SUBSTR({altname}, 0 ,5)

4. Enter a Search Title.

5. Click Save & Run.

**Other fields can be added to extract more data in the search

**The Summary Type is Group to Collapse all Customer Results

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