Help Center · Customers

Viewing a customer's full history

Updated 15 Sep 2026 · 55 views

Open Customers and click into any customer to see everything tied to them:

  • Every quotation and invoice raised, with status and amounts
  • Follow-ups and notes carried over from before they converted
  • Contact details, ready to call, email, or WhatsApp directly from the page
This is the page to open before any renewal or repeat-sale conversation — it tells you exactly what they've bought and what's still open.
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