Mohamed Azab Wedoodle Productions Inc.

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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…

    Mohamed Azab Wedoodle Productions Inc. shared this idea  · 

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