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Transaction History

Scoping Questions
  1. Is customer transaction history review required?
  2. How far back is history available?
  3. What transaction details are displayed?
How To Guide

How To Guide - CRM Launch POS

Configuration Example

Customer transaction history is configured through the CRM and POS applications. Key settings include:

  • History depth - number of transactions or date range displayed
  • Display fields - transaction date, items, value, store, channel
  • Search criteria - date range, product, value, transaction type
  • Cross-channel - visibility of online, in-store, and order transactions

These settings are configured through the CRM application configuration rather than entity XML.