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Search for Parent Company Only

edited Jan 3, 2020 1:12AM in Search / Reporting 2 comments

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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