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Search for Parent Company Only
Hi,
I'm trying to create a saved search just for the parent company. What field on the criteria should I use? We don't have a field called "Is Parent" or "Is Subcustomer" so I'm trying to either have a saved search just for the parent or eliminate the subcustomer.
I'm trying to create a search of the consolidated overdue balance on the parent company but the subcustomers (child) also show on the list.
Any suggestion?
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