Is there a way to do a saved search for accounts that are at the last level of the hierarchy? Or vice-versa (not at the last level)? I think using the Subaccount of field would only isolate the very top level parent accounts.
k
KevinJ of Kansas
03/03/2020, 10:12 PM
You could add an other record field to your accounts, and populate it with desired data points. Then build your searches to reference those