Hi Susan,
The trick is to create a customer index view that acts like a filter to see your customer data. You can do finders by customer # and Name to find the customer just like in AR.

Then link that customer index without or without a filter to the data, and the selection of the customer as a view link (from the separate index view)speeds up the loading of customer data.

Save both views in a workspace.

As Steve suggests, Sales Analysis is the preferred table.

Best,
Brian