To filter Customers, select the specific conditions to include in the filter to meet your needs.

Steps:

Searching for Customers containing the letter Z is used in the following example.

1. Navigate to Menu > Customers Accounts.
2. Click Filter.

3. Select Customer Name from the Select Attribute drop-down menu.

4. Select the appropriate condition from the drop-down menu. The list of available conditions varies based on the Ordway module.

5. Populate the condition.

6. When finished, click Apply Filter.

7. Click Add Filter to add additional filter conditions as needed.

Note: Additional filters added to the primary condition are treated as AND variables. When added, both the primary condition and the additional conditions(s) must each be met in order for results to display.

Note: Up to 9 additional AND conditions can be added to the original Attribute.

8. The filter conditions are displayed.

Manage Filters

Learn more about saving, editing, sharing or using an existing Filter.