Friday, June 14, 2019

Saved Search of Customers with Discount

The user needs a list of Customers who are associated with a Discounted Price Level. To create it, he or she can set up a Saved Customer Search as follow:
  1. Navigate to Lists > Search > Saved Searches > New.
  2. Search type = Customer
  3. Under the Criteria tab > Standard subtab > add the "Price Level" field as a filter and select the Price Levels with discounts (hold the Control key on for multiple selection)
  4. Under the Results tab > remove the fields that are not needed in the Search Results by clicking the Remove button for each of them.
  5. Look for "Price Level" field and click Add.
  6. Add a Search Title and click Save


The Price Level and Discount will display in the Search Results page's Price Level column.

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