Scenario: User wants to pull up a customer search that does not have 0 consolidated balance and does not include its sub-customer records especially its email address and company name. Only parent company should show on the results.
1. Create a saved search via Lists > Search > Saved Searches > New.
2. Choose Customer.
3. Enter a title of your search.
4. Criteria tab, add Sub of is -none- to exclude sub-customers and as well as Consolidated Balance -is not- 0.00.
5. Results tab should show the Company Name and Email but for Parent company only.
As for the Results tab:
Sample Results:
Search shows all customer records with their corresponding company name and email excluding child or sub-customer records.
