Friday, April 26, 2019

Display if Contacts have Default Shipping or Default Billing Addresses

1. Lists > Search > Saved Searches > New> Contact.

2. Results> Please see fields below:

  • Name (Summary Type=Group)
  • Default Shipping Address
  • Default Billing Address
  • Formula Numeric (Summary Type=Group)> Formula=case when {isdefaultshipping} = 'T' then 1 else 0 end
  • Formula Numeric (Summary Type=Group)> Formula=case when {isdefaultbilling} = 'T' then 1 else 0 end

3. Enter a Search Title.
4. Save and Run.


This displays Contacts and show which have Default Shipping and Default Billing set on the record. Drill down with the detail results to see the addresses set on the Contact record > Address.

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