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
- Click Results
- Click Columns
- Field: Select Address fields…
- Sub Customer Field: Select required fields
- Field: Select Name
- Field: Select Billing Address
- Click Save