Wednesday, November 7, 2018

Create a Saved Search to Display All Contacts Associated to Customers with Type Individual

To create a saved search to display all contacts associated to customers with Type = Individual, perform the following steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New > Type = Contact.

2. Enter a Search Title and enable the needed options

3. In the Criteria subtab > Standard subtab, add the following filters:
Customer : Is Individual = is true
4. In the Results subtab > Columns subtab, add the following fields and other available fields needed:

Customer : ID
Customer : Company Name

5. In the Results subtab > Sort By field, select any of the following or any preferred available field:
Customer : ID
Customer : Company Name

6. Click Save & Run.
Note: The following enhancement has been filed to request for the ability to associate contacts to individual type customers:

Enhancement 109341 - List > Relationship > Customer > New > Type = Individual: Customer wants to be able to attach a contact record to a customer who is a type of individual. 

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