Account managers often need to find the link to an order. The three most common uses for those are
- Review the details on the receipt
- Resend the link to the patron
- Send the link to email@example.com to get us to swap or cancel an order.
This note lists a large number of ways to find and resend order links.
Via the email we sent you: Every order has an email confirmation sent to the address(es) in the Receipt copies field in the Administration panel of the dashboard. And each of those emails has 3 links to the order. One of those links has the caption, link to order. The other two should be easy to find as well.
Via any one of several reports: Most of the reports people commonly use have green rcpt (receipt) links or buttons, usually in the leftmost column. That includes these reports:
Event line reports:
seats (click on the initials on one of the seats in the order)
Order panel reports:
Search for orders
All the Orders by … reports in the Reports panel (although to save space, the green button has a $ caption instead of rcpt).
Emailing the link
Once you find the link, you can right click to copy it (or equivalent gestures on phones and macs), so that you can paste it into an email. Or you can click on it to bring up the full receipt in another browser tab, and then you can select and copy the address bar.
For convenience, order links also have a green Send link button at the top. That button will bring up your browser’s default email client, with the email address of the patron and the order link pre-filled. But this feature will only work if your email client has been properly configured, and successfully setting that configuration can be a challenge, in which case use one of the procedures in the preceding paragraph.