Customers & history
A customer calls again about a new rental or a past order. Their record brings together contact information and provides access to their activity in Lenvora.
In the backoffice
A customer's activity
The customer record, orders and documents.
What you can do
Customer relationships go beyond an address book.
The next conversation starts with the history of the last.
Individuals and businesses
Store identity, contact details, company name and VAT number as appropriate. Separate billing and delivery addresses. VAT checks may suggest details to review before applying them.
- Search by name, phone or email
- Billing and delivery addresses
- Company details and VAT checks
Open the order from the customer
The Orders tab shows the customer's orders, with items and tracking available by opening the record. Find a past event without searching for each booking separately.
- Grouped orders
- Direct access to order details
- VAT-inclusive totals for filtered results
Find their documents
View invoices, credit notes and quotes from the record. Combine year and member filters to revisit a season or a particular issuer within your account's authorised scope.
- Quotes and billing documents
- Year and member filters
- Access to PDFs and linked records
Keep information that lasts
A customer note remains useful across orders: regular instructions, an on-site contact or access details. Event-specific information stays in its order, and SMS conversations can be viewed in the dedicated areas.
- Persistent note on the customer record
- Separate notes per order
- Conversation history depending on active modules
The workflow
Find the context before replying
Find
Search for the customer and open their record.
Understand
Review orders and documents for the period you need.
Respond
Open the order or prepare the new request with this context.
Module scope
Features included
- Customer contact details
- Order history
- View quotes
- Invoices and credit notes
- Period and member filters
- Record access according to permissions
Points to clarify
Can past records be viewed?
Yes. Customer records provide access to recorded activity. Filters let you select the year you need.
Can all team members see all customers?
Visibility depends on roles, permissions and the scope assigned to the account.
Connections to other modules
To continue the conversation with the right information
Personalised demo
Let's explore one of your customers' journeys.
We walk through this module with your needs and questions.