How would I go around customizing this behavior? In the transaction record I have two fields as customer Main customer > NS default Second cust > for client’s purpose They’d want the transaction to also appear on the second customer’s record > Sales tab. At the moment it only appears on the main customer, as this is standard behavior

Create a new sublist that uses a summary saved search with a filter using that custom field customer.

I can’t seem to make this work… its returning empty once I added it as a sublist