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      How to Filter Customers Grid?

      Sequence > Left Navigation Bar > Sales > Customers

      1. Follow the above-mentioned workflow to land on the Customers grid.
      2. Click the filter icon located at the top-right corner of the grid. This reveals a number of available filters.
      3. Using these filters, you can filter grid data based on a specific keyword, status, date range (using the From and To date selectors), and Tags.
      4. In case you want to include customers having claims with overdue receivables, mark the Overdue Receivables checkbox.
      5. To filter data for overdue claims, mark the Overdue Claims checkbox.