Saturday, December 15, 2018

Display Subcustomer List

Follow the steps below to create a saved search showing subcustomer entities:
1. Navigate to Reports > New Search.
2. Select Customer.
3. Click on the Create Saved Search button.
4. Provide a Search Title.
5. Under Criteria tab> Standard sub tab, set the following filters:
    - Inactive is false
    - Sub of is not -None-
    - Status is Customer - Closed Won
6. Under Results tab, insert the fields needed on the list.
7. Click Save & Run.

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