Hi, I have created a transaction saved search with columns, document number, transaction type, and account name. I want to pull the account name without any hierarchy (no parent) in the account name. Please can someone let me know how to do it?
j
James Morris
06/21/2023, 5:43 PM
You can pull in the display name via the Account linked fields. If you need just the text without the number, you can use a formula to strip out the first however many number of characters.