While creating a customer saved search to get the details of all the subcustomers, Parent customer name is not available in the Results fields of the search. All we can do is to get the “Name” field for parent customer field. But the “Name” field adds up the name of parent customer name and subcustomer name field. In order to get parent customer name we can use Formula (Text) to split the data.
If auto-generated Number is enabled for Customers,
In Formula(text), use the formula : RTRIM(REGEXP_SUBSTR({altname},'[^:]*’))
If auto-generated Number is not enabled:
In Formula(text), use the formula : RTRIM(REGEXP_SUBSTR({entityid},'[^:]*’))
To check if auto-generated number is enabled or not, navigate to Setup > Company > Auto-Generated Numbers
Data marked in RED shows the ‘Name’ field in customer search which contains both parent customer name and subcustomer name.
Data marked in green shows the Parent company name after using the Formula(text)in saved search.