One Place for Every Customer
The Customers page is your address book and account history rolled into one. Each customer record holds their contact details, addresses, notes and their order history, so whether you're quoting a reorder or chasing a balance, most of what you need is right there.
Add a Customer
- Click New to create a customer record.
- Enter their first and last name, email, and phone number.
- Add billing and shipping addresses so they auto-fill on quotes, invoices, and orders.
- Save the record to make the customer available across the dashboard.
Review a Customer Profile
- Open any customer to see their full profile.
- Review Contact details, Email, Phone, and Address on file.
- Use the order history on the record to gauge the value of the relationship.
the Total Spent figure on both the customers list and the customer detail page always reads $0.00, and Total Orders on the detail page always reads 0. Nothing in Drip Merch ever writes those two fields. The order count shown in the customers list is a live count and is correct; the two figures on the detail page are not. Work from the order history, not from these totals. 4. Scan their order history to see past jobs, statuses, and totals.
Keep Useful Notes
- Use the Notes field to record preferences, sizing, artwork details, or anything your team should remember.
- Notes travel with the customer, so whoever picks up the next job has the context they need.
Speed Up Reorders
- Open a returning customer's profile.
- Reference a previous order to rebuild the same job quickly.
- Because their contact and address details are saved, new quotes and orders start pre-filled, cutting data entry to almost nothing.
A well-kept customer list turns one-off jobs into repeat business: accurate contacts mean smoother communication, and complete history means faster, more accurate reorders.