@wsangster Also you dont have access from the Transaction to the data on the Customer, you need to do a search or lookupFields or load the record to read fields from the Customer Record...

With this being true, would I need to open/load a customer record to get the actual customer First & Last name to display them on a search result list?

No, if you do a search you should be able to show that info...

OK, thanks! Looks like more research for me. Currently my

entity

column shows the record number of the customer but not their name.

You should be able to do a join: entity.companyName for example.

Thanks for the tip I'll focus in on 'join' 👍