James McManus
02/14/2025, 7:45 PMCeligo AI
02/14/2025, 7:46 PMAI generated answer (using internal Slack threads):To create a Saved Search that lists a parent customer and all of their sub customers, you can follow these steps: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Customer from the list. 3. In the Criteria subtab, add a new filter: - Field: Sub of - Operator: Any of - Value: -None- This will filter out all the sub customers and only show the parent customers. 4. In the Results subtab, add the fields you want to display. For example, you might want to include: - Name (to display the customer's name) - Sub of (to display the parent of the sub customer) 5. Save and run the search. This will give you a list of parent customers and their sub customers. If you want to count the number of sub customers for each parent, you can add a Summary Type of Count for the Name field in the Results subtab. If you want to create a sublist that shows all the "sister" customers (other child customers that have the same parent), you can create a similar Saved Search, but instead of filtering for Sub of -None-, you would filter for Sub of [Parent Customer Name]. This will give you a list of all customers that have the same parent. ****** 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
02/14/2025, 7:46 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859602809
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843569338
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839383662
Celigo AI
02/14/2025, 7:46 PM