Follow a customer's history across orders and messages
See a returning customer's orders and conversations from the same record, not scattered across tabs.
Before you start
- A returning customer with at least one prior order
Steps
Open the customer record
Partners › Customers holds one record per customer — not one per order, not one per conversation.
Check their order history
From the customer record, see every order they've placed, its status, and whether they still owe you anything — before you promise something a past order already covers or contradicts.
Read the message thread alongside it
Communications › Inbox links back to the same customer record, so a question about 'my order from last week' can be answered by looking, not by asking the customer to repeat themselves.
Act on what you see
Whether it's a follow-up message or a note on the account, what you do here updates the same record the next person on your team will see.
What you end up with
A customer who never has to re-explain themselves, because their orders and their conversations live in the same place.
Modules used
Can't find what you need?
Tell us what you were trying to do. We read every message, and the questions we get here are what decide which guide gets written next.