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Customers

Customer history and activity

Use the customer record to understand previous orders and important customer activity.

2 sections · Step-by-step help
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Use history for context

Customer history helps your team understand what has happened before. Review the customer record before making changes to an existing order or answering questions about previous activity.

Common information to review

  • Previous and current orders.
  • Order status changes.
  • Customer contact information.
  • Relevant operational notes.
  • Communication or activity associated with the customer.

Keep moving

Manage customer recordsCreate, review, and maintain customer information used across PrepTechPro.Order history and updatesReview important order information before changing or troubleshooting an existing order.Create and manage ordersLearn the basic process for creating an order and keeping it current throughout its lifecycle.

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