Forums › Cached › Customization › Searches / List Views

This topic contains 3 replies, has 0 voices, and was last updated by seamanjeff 9 years, 1 month ago.

  • Author
    Posts
  • July 17, 2015 at 11:39 am #5526 Score: 0

    seamanjeff
    • Contributions: 0
    • Level 1
    • ☆

    How can I do a search for all invoices, for example, for subcustomers of one parent customer ?
    This is a cached copy. Click here to see the original post.

  • July 20, 2015 at 7:10 am #5527 Score: 0

    j.j
    • Contributions: 0
    • Level 1
    • ☆

    Build a transaction saved search and set type as Invoice in filters, Add another filter select -> Customer (Main Line) Fields and Sub Of (this specifies the parent) and select the parent here , this will show all invoices for customers who have that as parent, you can also set this on available filters to make it dynamic, hope this helps.

  • July 25, 2015 at 9:36 pm #5528 Score: 0

    seamanjeff
    • Contributions: 0
    • Level 1
    • ☆

    Thanks

  • September 27, 2015 at 4:53 pm #5529 Score: 0

    seamanjeff
    • Contributions: 0
    • Level 1
    • ☆

    I finally had to use this and it works great, but how can you “select the parent” permanently. Come to think of it, what the heck is the point of the “show in filter region” checkbox if it doesn’t do anything if you don’t check the box?

  • Author
    Posts

You must be logged in to reply to this topic.