Any way in a transaction saved search to join to the parent customer? I store a custom field on the parent customer that I want to display on lines for the child customer.

@AK47 maybe this is too obvious... I don't work with parent customers, but I work with parent items (so item search), and maybe it's similar. One I've used when a child field is blank, pull the parent version of the field. I do this in the "Results" tab of the saved search, set the field to Formula (text) then do a formula that does something like this: CASE WHEN ({custfieldID} is NULL) THEN {Parent.custfieldID} ELSE {custfieldID} END Then set the "Custom Label" field to whatever title is appropriate. This works for me... Unless both are blank, then that's another issue 😉 Maybe that will help?

thanks, but unfortunately on a transaction search, you can't get to the custom fields of the parent. You can get from Transaction to Customres and display the Parent, but not 3 levels deep without suite analytics