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Viewing a Customer’s Order History

Click on “Clients” in the left hand menu of FireHawkCRM.

A list of all clients will appear. Using the search box you can search for the client you are looking for.

Click on the client you are searching for, to open the record for the client.

Once inside the client record if you click on the “Finances” tab you will be able to see the order history. This section includes sub tabs below for “Orders”, “Quotes”, “Invoices”, “Credit Notes” etc. By changing the tab you can view the respective list and by clicking on an item in one of the lists (i.e. an order in the orders list) you can view further details about the order.

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