Saved search to get the billing address of parent and sub customers

Scenario:

How to get the billing address fields of parent and sub-customers.?

Solution:

1)Create a customer saved search:

  • navigate to list>search>saved search>new
  • Customer Saved Search: Click Edit
  • Click Criteria
  • Click Standard
  • Filter: Select Sub of
    • Description: Select is not -None
  • Filter: Select Stage
    • Description: Select is any(prospect,lead,customer)
  • Filter: select address fields
    • sub Customer Field: Select billing address
    • Description: Select is true
  • Filter: select parent customer fields…
    • sub Customer Field: Select Internal id
    • Description: Select an ID
  1. Click Results
  2. Click Columns
  3. Field: Select Address fields… 
    • Sub Customer Field: Select required fields
  4. Field: Select Name
  5. Field: Select Billing Address
  6. Click Save

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