Use Contact Record for Order Management

Location: Contact Management/Contacts/Contact Record View Mode -> Orders Section

Overview: Using the Contact Record for Order Management and Customer Service can be a very useful way to easily find and work with orders related to a contact.

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Related Order Management Topics:

• Understanding Order Status  
• How to Fulfill an Order  
• How to Refund or Void an Order  
• How to Do Partial Refund for Products  
• How to Cancel or Adjust an Ongoing Recurring Payment Order  
• How to Refund Event Registration Orders with Return to Inventory