How do I see order history for trade accounts?

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Merriott Lyle Distribution · How do I see order history for trade accounts?

Neil Ashworth asked where to find customer order history in the account view so regional directors could see orders alongside account status during calls. Connor Webb traced it through connector configuration.

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Current to 14 Oct 26

Neil Ashworth asked where to find customer order history in the account view so regional directors could see orders alongside account status during calls. Connor Webb traced it through connector configuration.

Problem: Neil wanted to show customers their order history and account status together during phone calls but couldn't find an orders tab. Handling: Connor asked Neil to check Settings > Connectors. Neil confirmed the order connector was active but the orders tab still didn't appear. The root cause is unclear: either the connector wasn't mapped to the page or a configuration step was missed. This is an onboarding question revealing a feature expectation mismatch.

AI · claude-haiku-4-5-20251001 · 14 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelweb

First response (min)297

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created · Neil Ashworth 27 Mar 2025 13:56
I've been using the brain to look up customers and their disputes, which is great, but I can't find where to see their order history. Is that available in this view or do I need to go back to the CRM? The regional directors need to see the orders alongside the account status when they're on the phone with the customer.
public_reply · Connor Webb 27 Mar 2025 18:53
Thanks for the question. Orders are available in the account view if the order connector is enabled. Can you check in Settings > Connectors to see if the order source is listed as active? If it's showing green, the orders should appear as a tab on the account page alongside Disputes and Credit Status. Thanks, Connor
public_reply · Neil Ashworth 31 Mar 2025 11:34
The connector is there and it's showing green. But when I open an account, I'm not seeing an orders tab. I see Disputes, Calls, and Credit Status. Is there something else I need to configure?
status_change · Connor Webb 16 Apr 2025 13:59
status_change · 20 Apr 2025 23:59

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