Customer Time Line

This topic applies to

Applies to

SuiteCommerce InStore

In the Customer profile in SuiteCommerce InStore (SCIS), you can view a time line of the customer’s activity. This time line displays a customer’s purchases, returns, and support calls.

Note

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 time line:

  1. Use the search bar to find a customer.

  2. Click the customer name. The customer profile displays.

  3. To view details about customer activity, click the area you are interested in.

SCIS may group events together. Click 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 time line displays the following types of events:

  • All – Displays all customer data.

  • Purchases – Shows transactions performed by the customer.

  • Returns – Shows returns performed by the customer.

  • Calls – Shows support calls submitted or received by the customer.

  • Shipments – Shows shipments to the customer.

  • Quotes – Shows estimates or quotes entered in SCIS for the customer.

  • Shipments – Shows shipments sent to the customer.

You can also filter the customer activity time line by performing the following:

  • Select one of the tabs to restrict the types of events displayed on the timeline.

  • Zoom in and out of the timeline using the zoom icons.

  • Navigate chronologically through the timeline using the left and right arrows.