We’ve released a new update in the Luminous CRM that makes it much easier to review and manage customer activity. You can now view all sales data per customer—all in one centralized place.
This new customer-level view includes:
Credit Memos
Sales Orders
Invoices
Fulfillment Orders
Quotations
Instead of jumping between individual pages (Invoices, Sales Orders, etc.) and applying customer filters each time, you’ll now see a clean overview of everything tied to that customer directly within their CRM profile. It’s a faster, clearer way to understand their full sales history at a glance.
To navigate to this view below, go to Sales > CRM > Click into desired client > Sales > Sales data of your choice.
📸 Check out the screenshots below for visibility.
If you have any questions or feedback as you use the new view, feel free to reach out to customer support!