View a customer record

The customer record in DecoNetwork provides a complete view of your customer’s activity, account details, and interactions. From a single screen, you can access quotes, orders, payments, designs, and communication history to manage your customer relationship efficiently.

In this article

• Prerequisites
• Why use the customer record
• Step 1: Open a customer record
• Step 2: Understand the customer record tabs
• View Email History
• Best-practice tips
• Troubleshooting
• FAQs
• Additional resources

Prerequisites

Why use the customer record

The customer record gives you a centralized view of everything related to a customer, helping you manage orders, track activity, and provide better support.

• See the full customer picture: access orders, quotes, and account details in one place
• Track activity: monitor login details and site usage
• Manage financials: review invoices, statements, and payments
• Review communication: see all emails sent to the customer

Step 1: Open a customer record

1. Log into your DecoNetwork website.

2. Browse to Business Hub → Customers.

   

   

   

   The main work area shows a list of all your existing customers.

   

   Click the image to enlarge.

   

   Active customers are shown by default. You can choose to view deleted customers or spam customers by clicking on the Deleted or Spam tabs at the top left of the table respectively.

3. Click on the customer name or click view to open their record.

   

   You can also click anywhere within a customer's row to load it.

   The customer record page will be displayed.

   

   The customer record displays account details, activity, and navigation tabs.

   If a customer has notes against them that are marked as important, a popup will appear showing all the important notes.

   

Step 2: Understand the customer record tabs

The customer record is organized into tabs that group related information and actions.

1. Click on a tab to view the related information:

   • Account: View and edit customer details, billing/shipping information, and account settings

     If your Fulfillment Center is located in the EU, the Site Usage/Login Details panel will include the GDPR consent details for the customer.

     

     Refer to the article, GDPR Data Consent Options for information about the GDPR data consent feature for EU countries.

   • Quotes: Access all quotes created for the customer
   • Orders: View completed and in-progress orders
   • Outstanding Invoices: See unpaid invoices requiring action
   • Statements: Review account statements and financial summaries
   • Payments: View payment history and transactions
   • Designs: Access saved or associated designs
   • Layouts: View saved layouts used in orders
   • Activity: Track login activity, site usage, and engagement
   • Internal Notes: Store internal comments about the customer

   • Email History: Review all customer communications. This includes order-related communication (also shown on the order), account-level communication such as password reset emails, welcome emails, password changed emails, login email token emails, and multi-factor authorization setup emails.

     Email history is only recorded if enabled in Admin → Settings → Email & Order Templates → Correspondence Settings.
   Use these tabs together to quickly understand a customer’s history, activity, and current status.

Best-practice tips

• Start with the Account tab: confirm customer details before taking action
• Use Orders and Quotes together: understand both pipeline and completed work
• Check Email History for communication: confirm emails before troubleshooting delivery issues
• Use Activity for insights: identify customer engagement patterns

Troubleshooting

FAQs

Where can I see all customer activity?

Use the Activity tab to view login details and engagement.

Where can I see all emails sent to a customer?

Use the Email History tab in the customer record.

Are order emails included in the customer record?

Yes. Order-related emails appear in both the quote/order and the customer’s Email History.

What is the best tab to start with?

Start with the Account tab for an overview, then navigate to other tabs based on what you need.

Additional resources

• Edit customer account details
• Manage a Customer's Designs (Business Hub)
• Record email history in Business Hub
• View email history for quote/order