CanopyDocs

Customers

Look up anyone who's ordered, with their full order and return history and lifetime spend.

The Customers section is a lookup of everyone who's bought from you, built automatically from your orders and returns — there's nothing to import or maintain.

Customer search results

Searching

The list is search-first: start typing to find a customer by email, name, or phone. Until you search, you'll see a prompt to start typing.

Each result shows:

  • Name (or "No name on file" when an order had none).
  • Lifetime spend — total across their orders (in their most-recent currency), excluding cancelled ones.
  • A Returns badge when they've filed any RMAs.

Customers are derived from order and return data, keyed by email address — so the same shopper's orders group together automatically, even across multiple sales channels.

Customer detail

Click a customer to open their profile — three summary tiles (lifetime spend, orders, returns) above two tabs.

Orders

Every order they've placed, each with its status, date, total, and tracking number. Cancelled orders are shown but dimmed and excluded from lifetime spend. Click an order number to jump straight to it in Manage Orders.

A customer's Orders tab

Returns

Their RMAs, each with the related order, status, return reason, and a refund badge showing the refund's state (ISSUED, READY, FAILED, or NOT REQUESTED). Click an RMA number to open the full return.

A customer's Returns tab

This is the view to reach for when a shopper emails asking "where's my order?" or "did my refund go through?" — you get their whole history on one screen.

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