Use Parent Customer Name Instead of Child Name in the Transaction Search


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;

  1. Go to Results tab > Columns subtab 
  2. Add Formula (Text) | Formula: CASE WHEN ({customer.parent} is Null) THEN {customer.entityid} ELSE {customer.parent} END
  3. Click OK
  4. Then Save & Run the search

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