Find a customer and review their history
Use Customers to understand a customer’s relationship with your business.
What to do
- Open Customers.
- Use the customer search, Sort and Filter to find the person you need. Filters include subscription status and whether there is a note.
- Select the customer’s row.
- Review their contact details, spending and order counts, subscription summary and private note.
- Open an order in the history to see its full details.
- Choose Message to open the customer conversation.
- Use Export from the customer list when you need a download of the current customer view and your permissions allow it.
What happens next
The customer profile connects contact information, team context and order history.
Good to know
Cancelled orders can remain in the history even when they do not count towards the paid-order and revenue figures.