Investigate transactions
Use Manage > Search in SCM to locate and review transaction-related records, investigate issues, and follow up on operational tasks.
You can:
- Search for purchases, customers, subscriptions, and other platform entities.
- Review purchase status, product, payment, and delivery information.
- Examine customer records and transaction history.
- Add and review history entries for customer interactions.
- Create follow-ups for unresolved or pending tasks.
- Review error logs for failed or problematic transactions.
- Save frequently used search criteria as bookmarks.
Explore this section
Review purchases
Purchases are the associated records of the orders placed by customers on the Cleverbridge-hosted checkout pages.
Review customers
Customers are individuals or organizations that purchase your products.
Review history entries
History entries are detailed notes about the customer interactions and transaction events that occurred after an initial purchase.
Manage follow-ups
A follow-up is a reminder about open product and purchase issues.
Review error logs
The Error Log provides an overview of purchase errors and is used to identify and solve purchase-related problems as they occur.
Save search bookmarks
Multiple business processes, including customer support, analytics, and billing often rely on recurring search patterns.
Search by ID
The Search by Panel is a global search utility available from any page within the Cleverbridge SCM.