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Tabs and Filters for Customers
Updated over a week ago

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:

  • Creation Date

  • Updated Date

  • Activation Date

  • Stop Credit

  • Deactivated

  • Last Ordered Date

  • Payment Method Type

  • Property

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

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