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Customer Search Showing Initial Sale and Follow Up Orders
I'm trying to build a customer search that will show me the amount of a customer's first order in one column, and the total of all subsequent orders in another column. The challenge is, we often send out samples using $0 Sales Orders, which we would like to not count. Because of that, we can't compare the transaction date to the "Customer/Project First Order Date".
The only other way I can think of doing it, is to set the Amount > 0 in the criteria, group by customer name, and use the MIN of the Tran Date to compare to. I think this would work, but ultimately I want to group by customer category and not by customer name.
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