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How to see a clients purchase history.
How to see a clients purchase history.

Describes how to see a clients purchase history.

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

You can view clients purchase history multiple ways.


1 - From the contact detail view you can view this info but this has a limit of the most recent 100 records.

  • Click on the Contacts link from the BusinessMind home page. 

  • Select either All Contacts or All Organizations depending on if your client is a person or a company. 

  • Search for the contact you wish to view. 

  • Click the contact to display the contact detail view. 

  • Click the Latest Purchases & Returns link to view the most recent info.

2 - You can search for this info directly which will display all line items.

  • Click on the Sales link from the BusinessMind home page. 

  • From the View Sales & Returns section click the New SmartSet link

  • Select the columns you would like to display.

  • Select these smart set search options.  Customer, contains(case-insensative), then type the clients display name as it appears on the contacts detail view. Example: Tony Stark)

  • Click the test rules button to see your results. Of course if you would like you can also save the smart set and if needed use the download option to download the data into a csv file.

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