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Viewing Customer History

Your Helcim Account includes detailed reports on customer actions, so you can learn more about their purchase history.

You can view the different reporting options for customers by going to the Customer List under the Customers section and navigating to Reports on the right-hand menu.

View Transaction History

Clicking on View Transaction History will let you review the transaction history for this customer. If you have processed transactions for the customer they will show on the screen here, if you have not yet processed a transaction for this customer then the screen will state No Data Available.

View Invoice History

See previous invoices assigned to that customer and their status.

View Subscriptions

If the customer is assigned to any subscriptions/recurring plans, the information will be included in this screen.

View Product Reviews

If the customer has submitted any reviews for your products, you will be able to view their entries here.

Log History

Viewing the log history will let you know when you customers have logged into the Customer Portal and if they made any changes to their information or subscription plan while they were logged in.

If you do not have the Customer Portal activated you will not see any information under Customer Logs.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding, Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding, Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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