The customer and product database, dashboard and customer timeline have filters which can be used to filter data within a set of criteria relevant to the information you want to extract. Filters are also available on quotes and orders. A screenshot of these are shown below so that you can easily access these filters.
1. Filter for Customers
2. Filter for Products
3. Filter on Order/Quote Form:
4. Filter for activities on a timeline at a specific customer
5. Filter for activities on your own timeline