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We would like to be able to add order history to our customer records. It would be a simple amount of data - date of order, product code(s) ordered, purchase order number and invoice number. Each customer has multiple orders. Can this be done in HubSpot?
This data is currently entered and help on paper record cards.
You can create custom properties to store data such as date of order. Please take a look at this knowledge base article for further information: [Manage your properties]
Please note that any “sensitive information” cannot be collected/managed/processed within HubSpot.
*sensitive information= personal financial account information, Social Security numbers or local equivalents, passport numbers, driver’s license numbers or similar identifiers, passwords
Thanks for the help appreciated. I’d already had a look at that but it seems complicated. I wondered if anyone out there had done something like this. Basically we need to add each historical order to a company including date, product code,PO number and invoice no. Not sure how to do that?
