Thursday, June 27, 2019

Create a Customer Saved Search Report With the Column Showing the Customer ID Together With the Customer Name



-       Edit Customer Saved Search Report

-       Navigate to Results tab > Columns subtab

-       Add the field = Formula (Text)

-       In the Formula column, copy and paste this formula CONCAT({entityid},CONCAT(' ', {altname}))

-       Hit Done

-       Preview the result

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