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View Your Customer's Order History
View Your Customer's Order History

Easily view a customer's order history in the CRM, including active and completed orders, for better tracking and service management.

Rafael avatar
Written by Rafael
Updated over a week ago

Easily track customer order history through the Customer CRM page. Follow these steps to access past and active orders:

How to View Customer Order History

  1. Access the Customer CRM: Locate the customer by searching their name, phone number, or email.

  2. Navigate to the ‘Orders’ Tab: Here, you’ll find two options:

    • Active Orders: Displays ongoing orders that have not yet been completed.

    • All Orders: Includes both active and completed orders, even those no longer on the Detail, Cleaning, Ready, or Pickups pages.

🤓 Use this feature to track customer order history, review past transactions, and ensure smooth service management.


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