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Customer Order History Quick View
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
0