Create and save filters for customer dashboard
In this section, you can learn to create and save custom filters for quicker access to your customers information in the future.
To create custom filters:
Go to Customer > All Customers.
Click on the Filter button on the left pane to start adding a custom filter.
Next, select the relevant Where condition field, Criteria and the Value to match the records with.
Once done, click on Save Filter.
Enter a name for this filter in the Save Filter pop-up and click on Save. You can see this filter added next to the Filter icon.
