How to Find all Transactions Associated with a Customer?


We would like to find all of the transactions a that are associated with a Customer.  Naturally one would go make a saved transaction search and filter to that Customer however,  there is no Customer field in the list of Saved Search Criteria or Filters. I looked at the Customer field ID and it is ‘entity’ but that isn’t listed in the Saved Search as a field either.

What is the customer field called on txn Saved Searches?


Beginner Asked on March 10, 2020 in Saved Searches.
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2 Answer(s)

There should be a filter by Name, Customer ID, Customer or something along those lines. Can’t remember exactly.

Beginner Answered on March 10, 2020.
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Best answer

Use the “Name” filter. That is equivalent to ‘entity’.

Beginner Answered on March 11, 2020.
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