How To: View Orders for Individual Customers in TapGoods PRO
In Customer Details, you can view Orders that have been made for the Customer. This feature is useful for users who would like to view all of the Orders that a Customer has made and what stage each Order is in. To review the Orders made for a Customer, navigate to the Customers page, which is located under Contacts on the TapGoods PRO dashboard.
Click on the Customer to navigate to Customer Details.
Once you have navigated to Customer Details, you can review their Orders by clicking the dropdown arrow next to Orders. To navigate to the Order from this page, click on the Order.
In this field, you can view the Order Name, Order ID, Order Status, and the Order Dates. To remove a Customer from an Order, click the X Icon next to the Order.
**It is important to note that if the Customer is the only Contact on the Order, you will not be able to remove the Customer from the Order. All Orders must have at least one Contact in the Order Form**
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