Review a Customer's Purchase History

1. While in Zoho CRM, locate the account. 

2. In the left menu, select Customer Dashboard

3. A new tab will open with a Sales Overview for that account. 

Please note, this dashboard will only show you invoices that you were assigned. 

• Related Articles

• Zoho Admin Issue Report: Quotes in CRM Status Review

  This report lists quotes in CRM that are not at the order status, but an invoice was processed in Sage. Please review these quotes and invoices to see if the quote needs updated in CRM to "Order bypassed by CRM". 1. Access the quote via the provided ...

• Drill down and Review Data from Analytics

  1. Left click on the graph. 2. Click View Underlying Data. A pop up with the data table will appear. You can then: 3. Apply any filters on the columb header. The below example is showing all Invoices dated after 12/10/2023. 4. You can also export the ...

• Locate Customer's Ordering a Specific Product

  1. Click the dropdown next to the Product filter. 2. Uncheck "All". 3. Enter the product in the Search field. 4. Select the check box next to the needed product. 5. Select Ok. The entire dashboard is now reporting on sales for that selected product. ...

• Consultant's Analytics FAQs

  How do I export the data on a graph? How do I review the data that is used to produce a graph? What customer's do I have that have purchased a specific product? How can I review what a customer has ordered?

• Zoho Admin Issue Report Instructions

  The IT Department has several reports that deliver to departments when system records have issues. If you have been assigned one of these reports, locate and click the file name below for instructions. Blank Region, Territory and/or Region in Sage ...