How to create a saved search to obtain main customer and child customers

How to create a saved search to obtain main customer and child customers

Beginner Asked on September 10, 2019 in How To's.
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If you go to your Results tab, add a new row and scroll to the bottom of the list, you will see the related records, one of those it’s “Parent Customer …”

RE: How to create a saved search to obtain main customer and child customers

After click a popup windows will let you choose the field from the parent customer.

RE: How to create a saved search to obtain main customer and child customers

Beginner Answered on September 10, 2019.
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Use the Sub Customer and Parent Customer joins when selecting result columns.

Advanced Answered on September 10, 2019.
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