On a Transaction Saved Search, when a Customer is a Child or Sub customer the Name column will show as
Parent Name: Child Name format.
In order to use the Parent name only, use the following on Transaction Saved Search;
- Go to Results tab > Columns subtab
- Add Formula (Text) | Formula: CASE WHEN ({customer.parent} is Null) THEN {customer.entityid} ELSE {customer.parent} END
- Click OK
- Then Save & Run the search