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Customer Order History Quick View

edited Jan 3, 2020 1:11AM in Search / Reporting 5 comments

I would like to set up a a Customer Order History quick view in customer record.
is there a way it should automatically pull up the customers info and pull up the sales order followed by a quick list of all the items on the sales order and last purchase price.

I have setup a search with below criteria, but seems it is not giving me exact quick view what i am expecting.:

Filter Description Formula
Type is Sales Order  
Shipping Line is false  
Tax Line is false  

Result tab as below:
  Name Group     Customer Name  
  Number Group     Order #  
  Date Group     Order Date  

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