Preview: Customers reporting and easier transaction review
This preview introduces a Customers report and a more consistent way to review customer and transaction details in the OpenPath Client Portal. These changes are under review ahead of production rollout.
New Customers report
- Find Customers immediately after Transactions under Reports.
- Review full-width customer cards showing contact information, location, sites, transaction count, and the latest transaction time. Customer avatars use Gravatar when an image is available, with a generic image as the fallback.
- Browse all accessible sites by default, filter by site, and search by name, email, or phone. Recorded transaction attempts, including declined and failed attempts, appear in the report.
- See the most recently active customers first. The report starts with 20 customers and loads 10 more as you scroll, without a pager.
- View matching customer records together: matching email addresses combine records; when email is missing, both the full name and complete billing address must match. Records with insufficient identifying information remain separate.
Customer profiles and transaction history
Open a customer in a dedicated page with their information on the left and transaction history on the right. Profiles show available email addresses, phone numbers, billing addresses, sites, and transaction totals within your permitted site scope. On smaller screens, the sections stack for easier reading.
Customer history includes all dates by default and loads 20 transactions initially, then 10 more as you scroll. The refreshed Advanced Search panel has clearer spacing, aligned controls, readable filter labels, and room for date ranges. Returning to the report restores your filters, loaded results, and scroll position.
Easier transaction review
Transaction details open as full pages from both reports. Refund, void, credit, and rebill confirmations appear inline, with existing permissions, amount validation, and protection against duplicate submissions.
Customer history and the main Transactions report share consistent transaction formatting, copy controls, and detail links. The main Transactions report retains its existing search, export, default date range, and pager.
Portal navigation refinements
- Matching OpenPath customer icons in the sidebar and page heading.
- A tighter logo section aligned with the top toolbar.
- Header controls ordered Theme → Notifications → User details → Profile avatar.
Customer profiles are read-only. Contact and address details reflect the information available within your authorized sites; complete historical email and shipping-address recovery is not available from existing records.