You have a different join on JEs - I believe it's "Name" or something like that.

The Category is a separate field from the customer name field. We're already using the name field in the JE. What I want to know is if NS is intelligent enough to be able to pull the Category from the associated customer record.

@MaryPeace - yes it is. Find Customer… in your search and there pick Category

To clarify again, I already have category selected in my search, but it doesn't pull in categories from a GJ. I think Suitestallion is on the right track. But I haven't added a customer field to a form in a while so will have to relearn that

What is in the name field on the JE? Is that the name of the customer that has the category?

Not sure what the issue is here. I made a transaction search, Type = JE, Customer Category is an available search column without a join...are we certain the customer category is populated on said records?

Except it's not populated because it's not a customer field on the JE that the customer is in - it's the "entity"/"name" field instead

You mean the drop down menu on the line right? I'd swear thats where my test data was set