In this article, we will consider a purchase to be a sale generated in the system. Although it is possible to use other custom date fields, we will use the system’s native Date field.
How to configure?
Go to the Customers > New tab;
Set the tab title and choose who will be able to view it;
Add the following filter:
Last order > Date > Equals to > Relative date > This year.
In the upper right corner, click the gear icon to configure the columns you want to display. For example: Name, Email, and Type.
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