Adding to Customer Tracker Open SO Collection


I’ve created an open order dashboard that we would like to use to print customer open order reports. I was wondering how I go about setting up a button where I can search for specific customers within this dashboard? We needed to create our own dashboard because we have some custom fields with rescheduled ship dates to our customer and they wouldn’t populate in customer tracker open order. We also don’t want to print up our entire backlog and then sort by customer.

Thank you!

This post might get you started in the right direction.