Customer Support

How to add Filter to Customer Accounts

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Follow these steps to add a Filter to all Customer Accounts:

  1. Go to Customers > Account Management > Search.
  2. Enter the information for the desired Customer
    • Note: Only one field needs to be entered to do a search. 
  3. Once you've entered a value in one of the fields, click the Search button.
  4. Select the desired Customer from the Search Results.
  5. On the Customer's Account Overview, click the Filter button.
  6. 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.
  7. 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.
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