RE: In a Saved Search, which field can help me add a criteria to show customers are parent companies to children companies?

In a Saved Search, which field can help me add a criteria to show customers who are parent companies to children companies?

 

In layman’s term, I want to see companies that have children companies only.

mcfly Rookie Asked on October 4, 2019 in Saved Searches.
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2 Answers

Assuming Customer record search you could use a criteria where Sub Customer join and check if internal id number is not empty.

Rookie Answered on October 4, 2019.

My Saved Search is for Transaction Record actually…

on October 4, 2019.

You could do “Customer Fields…” then get to “Sub of”

on March 25, 2020.
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