Follow these steps to add a Filter to all Customer Accounts:
- Go to Customers > Account Management > Search.
- Enter the information for the desired Customer
- Note: Only one field needs to be entered to do a search.
- Once you've entered a value in one of the fields, click the Search button.
- Select the desired Customer from the Search Results.
- On the Customer's Account Overview, click the Filter button.
- Enter the desired Configurations for the Filter:
- No Filter displays all customer orders.
- Relative Filter lets you set the number of days back you want to see - just choose the appropriate number. An example is if you only want to see the last two months or 60 days, then you would choose 60.
- Fixed Filter allows you to set the date you want to see orders after.
- Click the Save button.
- Note: Once you set this Filter, all customer accounts will use the filter parameters you have selected until you set this to something different.