Kevin Pluimer SYNC

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    Thank you for taking the time to post this idea @Mohamed! We have tags that you can add to a customer record that will apply to the next order that comes in, there isn’t quite a way to have it the other way around (apply a customer tag to an order and have the customer record retain that tag) or is a two-way street.

    We’ll keep your feedback in mind when we update our Customers page, but for now we’d like to see other users chime in (like @Kevin! Thank you!) and add their support for your idea before moving forward.

    Here’s something you can try today, if feasible for your operation: You may be able to use the Customer History info when you hover over the recipient name. So if you see they have ordered in the past (and have a customer record), you can perform a Quick Search…

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    Kevin Pluimer SYNC commented  · 

    Agreed! Tags that follow the customer would be awesome.

    Is there any way to add the tags, or an internal note, or even the Custom Field 3 to the customer information that pops up when you click on a customer? It says the customers past shipments, etc which is great, but I would LOVE to see one of these things as well because that is how we know what we shipped.

    I know I can click on the specific order number to see the notes, tags, and custom fields, but the quick reference is what I am looking for. Is there any way to have this info pulled and placed into that pop up box?

    Kevin Pluimer SYNC supported this idea  · 

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