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Season’s greetings to you and yours! As we head into the holidays (December 24 – January 4), we want to take a moment to celebrate the incredible strength and collaboration within our community. Even during the break, you can continue to benefit from connecting with peers, searching related threads, posting your questions, and marking helpful replies as “Accepted” in the Support Community.
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Customer search to find parents lacking Shipto State
I would really appreciate help with this saved search. We are heavy users of Individual- and Company-type customers, with much focus on individuals because they read/consume our subscriptions.
Many of the company records do not have addresses, but the subcustomers have addresses. With a saved search, I'm trying to identify these customers, but two factors are stopping me:
1. Parent Customer Fields > Shipping State does not exist on Criteria tab (nor does Shipping State exist from the general list of fields on Criteria tab)
2. I can't figure out how to write the formula to access the Parent's {shipstate}. None of these is working: {parent.shipstate}, {parentid.shipstate}, {parent_id.shipstate}, {childof.shipstate}, {child_of.shipstate}