Remove Customer ID In Customer Name Column Of A Saved Transaction Search

Scenario

Customers’ Name begin with Auto-generated numbers and users want to remove these numbers on their Saved Search ‘Name’ column.

 

Solution

1. Navigate to Lists > Search > Saved Searches
2. Click Edit on the Saved Search in concern
3. Click Results tab
4. Remove the Name column
5. Replace the Name column with Customer Fields.. > select Name
6. Save

 

Note: The Name column will only show the Customers’ Name.