Vital CRM
How do you use the APP to search for a customer's purchase history?

- The customer expense interface in the app only allows adding, searching, and modifying expense records; deletion is not possible.
- Accessing the expense interface from the left-side menu in the app allows you to search and modify expense records but does not support adding or deleting expenses.
- For deletion, please use the web version.

Steps to follow:

1. Select the customer you want to inquire about from the customer list.


2. In the functional list below the customer data, click on [More > Order].


3. Once on the page, you can review the customer's expense data and click "More Info" to expand detailed information.


4. To add a new expense, click on the plus icon in the upper right corner to enter the page for adding expenses.

https://faq.vitalyun.com/EN/CRM#5493