Hi Dan,
We will create a view for Order Line.
Then add five columns. (If you do not use Write-In Product in your business environment, you do not need to add the Column 5.)
Column 1. Potential Customer (Order)
Column 2. Order (Order Line)
Column 3. Create On (Order)
Column 4. Existing Product (Order Line)
Column 5. Write-In Product (Order Line)
Then add the Order Line to the site map. Users need to click the Order Line to see this view.
Such a view is sorted by Order column by default, so in order to sort by Account column, users need to manually click on the Potential Customer column to sort when they open the view.
In fact, the way to view all Accounts and their Oder and Order products is through reports rather than views. If you are comfortable with reports, I will provide you with the steps to create them.
