Viewing only Transactions Entered for the Parent Customer

Parent customer record displays all transactions for both parent and child customers. To view only transactions entered for the parent customer, follow the steps below.

1. Navigate to Lists > Relationships > Customers.
2. Click View next to the parent customer.
3. Click Sales tab and Transactions subtab.
4. Click Customize View.
5. Under Criteria and Standard subtab, set the following:​

• Formula (Numeric) > Formula: case when {mainname} = {customer.parent} then 1 else 0 end
• Formula (Numeric) = equal to
• Value = 1

Now Enter a name for the custom search and Click Save.