Example: You want to look up only the Orders associated with a particular Participant under a certain Account.
How To: First bring up the Account by typing part of the customer's name in the Last Name, First Name lookup bar.
Once you have clicked on the correct Account, find the Participant drop-down list:
This will open up the PARTICIPANT drop-down list:
Click on the Participant you're looking for.
NOTE: This will give you ONLY orders that have products to which that Participant is assigned.
Account Participant Drop-down
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