Request: Add a “Products” section in the Payments menu on the Contact Record.

This section should display all products/services/items purchased by that contact in a simple, centralized list.

Ideally, each product line would show:

🔹Purchase Date

🔹Product Name

🔹Quantity

🔹Amount Paid

🔹Status (paid, refunded, etc.)

❌ Current Challenge ❌

HighLevel currently makes it unnecessarily difficult to see exactly what products or services a contact has purchased.

The current process is:

Payments → Transactions → 3-dot menu → View Transaction → View Receipt

This process opens two additional browser tabs just to access the purchase details for one transaction.

If a contact has multiple transactions, reviewing their complete purchase history becomes extremely time-consuming and requires repeatedly navigating through multiple screens and browser tabs.

🚀 Why This Would Be Valuable 🚀

This would significantly improve the usability of the Contact Record and save teams considerable time.

It would allow users to:

🔹Review a customer's complete purchase history at a glance

🔹Avoid navigating through multiple menus and browser tabs

🔹Prevent duplicate or unnecessary sales outreach

🔹Provide more personalized customer support

🔹Quickly determine eligibility for upsells, renewals, or additional services

🔹Give sales and support teams a more complete picture of the customer relationship

The product data already exists in HighLevel. We simply need an easy way to see it on the Contact Record.