Display/Include Secondary Contact B2B Orders in Customer Activity Report
Ensure all B2B orders, regardless of which contact placed them, appear in the customer's activity report to avoid duplicate orders and visibility gaps. It's wild this is not considered BAU
Feature Request Description:
The current "Customer's Contact Activity Report" only shows orders placed by the primary contact, which excludes any B2B portal orders placed by any secondary contacts — even when those orders are billed to the same customer account. This causes internal confusion, limits visibility, and has already led to duplicate orders.
We request that this report be updated to include all orders placed by any contact associated with the customer account, regardless of who placed the order. This would align the report's behaviour with how the Sales Orders view handles filtering by Member, where all contacts’ orders are grouped under the customer.
Problem Summary:
- Secondary contact orders are not visible in the activity report.
- Users are unaware that using secondary contacts limits visibility.
- The Sales Orders view treats all contacts under a customer as one — but the activity report does not.
- This inconsistency causes operational inefficiencies and mistakes.
Requested Change:
Update the "Recently Ordered Products – Past 24 Months" section of the Customer's Contact Activity Report to include all orders billed to the customer account, regardless of the contact used at the time of ordering.
This will ensure the report shows a full and accurate history of products ordered by the customer.
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Comments
1 comment
I didn't know about this report - it's super handy - monthly total spend, top 50 skus L3M, and owing!
Thx for sharing.
Agree the secondary contacts should be listed.
We also would like secondary contacts to be able to place orders on behalf of several accounts - ie when our agents place orders for many different accounts (rather than sharing the customer's email and password on one account)
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