When we go to sales orders or shipments and try to search for a customer, if we type their email in to search, that doesn’t work.
We sell a lot online, and many times a customer will email us and ask for order updates or some other info. A lot of times they will not put their name in, so we only have the email to work with. Or, they will put their name in, but the order is under their company name.
These fields do not come up when trying to search, so many times the results are empty if we type in the email or name in the search.
So is there any way to search like this?
Even better, if there was some sort of a “Customer Center” where we could go to that customer, and see every single activity that customer has with us. Sales orders, shipments, invoices, current balance, etc. We came from Quickbooks Desktop and they had a customer center which showed all of this, but I am not able to find a place that tracks everything like this.
An example of this would be if a customer calls and asks one of our sales people how his current order is going, and if we can send him copies of his invoices from past orders, and what is the balance on his account.
Where do we go to find this all in one place instead of jumping around?
