Exchange Customer Data

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(Created page with "Here you'll also see a link there to '''View Customer Data'''. That link takes you to a link with 3 tabs: *Products *Transactions *Info <br /> ===Products=== The '''Produc...")
 
 
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Here you'll also see a link there to '''View Customer Data'''.  That link takes you to a link with 3 tabs:
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From the [[:Exchange_Payments_Overview#Payment_Details|Payment Details]] screen, you'll also see a link there to '''View Customer Data'''.  That link takes you to a link with 3 tabs:
 
*Products
 
*Products
 
*Transactions
 
*Transactions
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<br />
 
<br />
  
===Products===
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[[File:Payment-details-dashboard.png|Payment-details-dashboard.png|link=]]
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<br />
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==Products==
  
 
The '''Products''' tab shows you and all products that customer has purchased along with the transaction number.
 
The '''Products''' tab shows you and all products that customer has purchased along with the transaction number.
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<br />
 
<br />
  
===Transactions===
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==Transactions==
  
 
The '''Transactions''' tab shows you every transaction that client has had on your site and allows you to view the transaction, '''resend confirmation email''' or '''refund''' through the payment method used.
 
The '''Transactions''' tab shows you every transaction that client has had on your site and allows you to view the transaction, '''resend confirmation email''' or '''refund''' through the payment method used.
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<br />
 
<br />
  
===Info===
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==Info==
  
 
The last tab, '''Info''', is where you can make notes about the client.
 
The last tab, '''Info''', is where you can make notes about the client.

Latest revision as of 17:03, July 5, 2013

From the Payment Details screen, you'll also see a link there to View Customer Data. That link takes you to a link with 3 tabs:

  • Products
  • Transactions
  • Info


Payment-details-dashboard.png


Products

The Products tab shows you and all products that customer has purchased along with the transaction number.


PaymentProducts.png


Transactions

The Transactions tab shows you every transaction that client has had on your site and allows you to view the transaction, resend confirmation email or refund through the payment method used.


PaymentTransactions.png


Info

The last tab, Info, is where you can make notes about the client.


PaymentInfo.png


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