Order History by Contact
J
Jason Tonioli
We have multiple customers that order e-commerce items, books and other products from us. There is no order history tied to the contact or company which makes customer service extremely difficult. We would like to have the customer interactions all in one place which the tool does great with email and messages, but if we can't track past orders and tie them back to a client, it makes this almost un-usable for some of our clients. KEAP and even clickfunnels tracks all the orders by contact/email which seems like it should be an automatic thing with the CRM if it records transactions.
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L
Liam Torres
Yes, A method to track purchase history within the Contacts tab, allowing admins to view and analyze all products a contact has purchased—such as t-shirts, watches, and shoes—without losing any previous data. This would provide a consolidated view of purchase activity for each contact.
R
Rommel Cagas
There is now a Transactions tab, however, there is no summary of the transactions, only individual orders.