James McManus
02/12/2025, 7:46 PMCeligo AI
02/12/2025, 7:46 PMAI generated answer (using internal Slack threads):To create a saved search to show how many sub customers a customer has, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer from the list. 3. In the Criteria subtab, select the field 'Sub of' and set the condition to "-None-". This will filter out the sub customers and only show the parent customers. 4. In the Results subtab, add the fields you want to display. To count the number of sub customers, add the field 'Name' and set the Summary Type to 'Count'. This will count the number of sub customers for each parent customer. 5. Save the search. Please note that this will only count the direct sub customers. If you have multiple levels of sub customers, you may need to create a separate saved search for each level and then combine the results. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
02/12/2025, 7:46 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.878219783
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85694325
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850484431
Celigo AI
02/12/2025, 7:46 PM