Log into Ordermentum at app.ordermentum.com

In the customer section of the left hand menu select the “+” on the right hand side of the screen

In the filter section fill out the tab name and choose from the following options to filter the tab by:

NOTE: You can add multiple layers of filters to get better results. EG Creation date is Less than 1 month ago and last ordered date is less than 1 month ago

In the columns section choose what columns you would like in the tab to give the information you require. Once complete press “Create Tab"

To edit a tab select the Cog in the right hand side of the screen

This will allow you to edit filters and columns