Parent customer record displays all transactions for both parent and child customers. To view only transactions entered for the parent customer, follow the steps below.
- Navigate to Lists > Relationships > Customers.
- Click View next to the parent customer.
- Click Sales tab and Transactions subtab.
- Click Customize View.
- Under Criteria and Standard subtab, set the following:
- Formula (Numeric) > Formula: case when {mainname} = {customer.parent} then 1 else 0 end
- Formula (Numeric) = equal to
- Value = 1
Now Enter a name for the custom search and Click Save.
