A contact's purchases and attendance

A contact’s purchases and attendance

From the contact, in the Desk

1. Open the contact in the Desk (/app/contact, then search).
2. Open the Connections tab. Under Orders and Events you see how many orders and attendance records point to this contact.
3. Click Order or Attendance to open the list filtered to this person. Click + next to one to create a new record already linked to the contact.

From the lists

Open /app/order or /app/attendance and filter Contact by the person’s name. In the Attendance list you can add a filter on Status = checked_in to see only the dates the person actually came.

In the CRM

The CRM contact page does not list orders and attendance yet. A purchases and events panel inside the CRM contact page is coming; until then, use the Desk as above.