Recommended for: Owners, admins, managers, and staff Time to complete: 3 to 5 minutes
Customer records help your team recognise repeat buyers, confirm past orders, and handle service issues more confidently.
What You Can Usually Check
In a customer record, your team may be able to review:
name and contact details
recent orders
order patterns or repeat activity
notes saved during previous interactions
When to Use This
Use customer history when:
a customer calls about a previous order
the team needs to confirm a repeat purchase
a complaint or refund needs context
phone orders need to be handled faster
Good Practice
use customer history to support service, not curiosity
confirm you are looking at the correct customer before acting
keep edits factual and operational