Scenario
Create a Payment Saved Search and expose the Parent Company of the Customer.
Solution
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Navigate to Lists > Search > Saved Searches > New
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Click Transaction
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Search Title: Enter Title
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Click Criteria Tab
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Click Standard Subtab
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Filter:
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Select Type
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Select Payment
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Click Set
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8. Click Columns Subtab
9. Field
Note: For every required field, use the drop-down menu to select it and once adjusted click Add if needed. Add more fields as necessary.
- Select Customer Fields...
- Select Top Level Parent
10. Click Save & Run