Customer Service/ Customer Activity
- Allison Derome (Unlicensed)
BUZ enables you to manage your customer details, delivery addresses, and manage all of your customer activities in one handy spot the Customer Card.
To see the full history of your customer's leads, quotes and invoices activity go to
Contacts → Customers → Search for your customer using the search or advanced search fields.
Click on the link to the Customer to open the Customer Card
View Activity →
The Customer Activity screen will open, you can filter by a time period or specific date
Sort the results by: Dispatch Date, Order Number or Customer Reference
To see all the customer orders click on the arrow next to the customer name on the left hand side.
Click on the order on the left hand side to see the details on the left.
You will see the Order Number link on the right and copy buttons with the dispatch and production details of the order. You can update the dispatch or production details → Save.
To go to the Quote summary screen you can click on the order number link.
To copy the quote to the same number with a different suffix (eg:1000258.B), use the Copy Order button.
To copy the quote to the a new order number, use the Copy Order (New Number) button.
Order details → a summary of any payments made with total of the outstanding order.
History → You can see the history of the order.
Payment → Make a payment against the order.
