How to link customers on a customer dashboard based on a given field.

The point of this question is that we have "end user" customers who buy direct, and also "trade" customers that buy goods for the "end user" - i want to be able to tag invoices of "end user" customers so that they show on the "trade" customers dashboard - I created a new field on the invoice called “linked Trade installer” which is a "customer name" field filtered by a give criteria which all works fine. I then created a saved search called “Linked Orders Placed Direct Invoiced Value” which works when you just run it individually and gives the