Customer Timeline
In the Customer profile in SuiteCommerce InStore (SCIS), you can view a timeline of the customer’s activity. This timeline displays a customer’s purchases, returns, and support calls.
Customer activity only appears when a customer has previous purchases. If a customer has no previous purchase, customer activity is not displayed.
To view the Customer Timeline:
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Use the search bar to find a customer.
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Tap the customer name. The customer profile displays.
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To view details about customer activity, tap the area you are interested in.
SCIS may group events together. Tap the group of events to view a detailed list of the events. From this list, you can select an individual event to view the receipt and more details.
The customer activity timeline displays the following types of events:
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All – Displays all customer data.
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Purchases – Shows transactions performed by the customer.
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Returns – Shows returns performed by the customer.
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Calls – Shows support calls submitted or received by the customer.
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Shipments – Shows shipments to the customer.
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Quotes – Shows estimates or quotes entered in SCIS for the customer.
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Shipments – Shows shipments sent to the customer.
You can also filter the customer activity timeline by performing the following:
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Select one of the tabs to restrict the types of events displayed on the timeline.
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Zoom in and out of the timeline using the zoom icons.
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Navigate chronologically through the timeline using the left and right arrows.