YASSER
02/18/2025, 8:18 AMCeligo AI
02/18/2025, 8:18 AMAI generated answer (using internal Slack threads):To show the balance of each subsidiary in a customer, you can create a custom field with a saved search. However, it seems like you're encountering an issue where the balance defaults to the main subsidiary. This is likely because the saved search is not correctly set up to pull the balance for each subsidiary. Here's a potential solution: 1. Create a new saved search of type 'Vendor-Subsidiary Relationship'. This search type allows you to pull data specific to each subsidiary. 2. In the criteria of the saved search, add the vendor and subsidiary fields. 3. In the results of the saved search, add the balance field. 4. Create a custom field on the customer record and set the default value to be the saved search you just created. This should allow you to pull the balance for each subsidiary and display it on the customer record. However, please note that this solution assumes that you have a one-to-one relationship between customers and subsidiaries. If a customer can belong to multiple subsidiaries, you may need to create multiple custom fields or find a different approach. ****** 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
02/18/2025, 8:18 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842470348
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83568418
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83529675
Celigo AI
02/18/2025, 8:18 AM