Hi All, is anyone aware of a way to search on vendor-subsidiary relationship and add a date field? A csv import was run to add subsidiaries to vendors and I want to see which vendors were actually updated in that import. When I look at the vendor records themselves, there is nothing in the system notes indicating that any changes were made. I tried running a vendor-subsidiary relationship search, but the criteria fields available for that record type are very few and restricted. Ideally a Date field and a Source field would be great, because then I could limit my results to subsidiary additions to vendors made on a specific date and/or via a source of CSV.

It should show in system notes. What are you actually trying to do? Isolate the vendors that weren't updated with the CSV?

@Jacob Burke trying to isolate the vendors that were updated. Vendor record system notes aren't showing any changes at all.

Since the system notes arent doing anything, you could make custom fields for the data you need, run the CSV file with the information needed on what was changed again, and then create saved search based on that criteria. Its kind of a busy workaround, but it would work.

@Jacob Burke thanks for your help. Very surprised that adding subsidiaries to a vendor is not tracked in system notes if it's done via csv import.

I don't think you can add a field on the vendor subsidiary relationship sublist. You may need to add a custom field on the vendor and whenever the vendor gets updated or created and You may apply a user event script to maintain this field while the vendor subsidiary relationship gets updated.