HI all, I created a customer saved search and i di...
# administration
j
HI all, I created a customer saved search and i display it customer record custom subtab..for example. Customer A has 3 sales order. How to display that transactions that only belong to that customer? thanks in advance
b
add an available filter to your saved search that allows you to select the customer
depending on account's features you probably want a filter named Main Line Name
j
thanks @battk here's my saved search and it's still doesn't work, am i missing something?
b
go through the bulletpoints for restrictions
m
broken link / wrong address
b
my links tend to match the title of the help article
j
@battk thanks it works now, but is there a way it can be exported
b
it supports most of the major ones
sdf, copy to account, bundles
j
it's already enabled, can it have an excel or pdf icon that can be exported
b
not one of the standard features of a custom sublist
j
@battk thanks you