How to Find all Transactions Associated with a Customer?
Answered
Hi,
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?
Thanks!
There should be a filter by Name, Customer ID, Customer or something along those lines. Can’t remember exactly.
Best answer
Use the “Name” filter. That is equivalent to ‘entity’.
