Retail customer summary

Coming soon. This isn't available to customers yet.

A one-page customer record for a shop: each buyer's name, contact details, addresses, email consent and past orders, with room for your own notes.

Use it when

Most of what you need about a buyer is where to send their parcel and what they've ordered before. You get it with the Stocked retail store type.

Use something else when

Project context customers: each customer is a project with a brief.
Service customer notebook: you visit customers and follow up with them.
Purchases and access customers: you sell downloads and track licences.

How to add a note to a customer

People who buy from you appear in Customers by themselves. To add one yourself, press Add person there.

Open Store, then Customers.
Press the customer. Their page opens.
Where it says Write anything…, type your note, such as "Prefers unscented gift wrap".

You see Saved.

What it adds or changes

Part of: Store

Workspace arrangement only

Example

At a fictional candle shop, a regular buyer's page shows her two addresses, that she's happy to get your emails, and her four past orders. Under Notes you write "Prefers unscented gift wrap."