Filter a customer's history by company or branch
On multi-entity or multi-branch setups, focus a profile on one company or location.
Find the company/branch filter
Open any customer and look near the top for the company and location filter. It only matters if you run more than one company or branch.
Narrow to one place
Pick a specific company or branch to show only the sales, invoices, statement, and orders from there. 'Org-wide only' shows entries not tied to any branch.
Go back to the full picture
Choose All to bring back the customer's entire history across every company and branch. The profile always opens on All by default.