Difference between revisions of "21 Customer History"
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Simon Clive (Talk | contribs) (Created page with "Customer History Do you know where to view Customer History? Firstly go into Sales, then Customer List, then click on the Customer you wish to look at. This will open the Cust...") |
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| − | Customer History | + | '''Customer History''' |
| − | Do you know where to view Customer History? | + | Do you know where to view '''Customer History?''' |
| − | + | *From the '''Sales''' module select the '''Customer List''' and then select the '''Customer''' you wish to look at. | |
| − | + | *From the '''Customer Card''' select the '''History''' Tab. | |
| − | + | *In '''History''' you will be able to see all the Customers past notes on such things as '''Appointments''', '''AR Notes''', '''Invoices''', '''Quotes''' etc<br> | |
| − | + | *The '''Customer History List''' can be searched by '''Date''' and with '''F5,F6 & F7''' functionality | |
| − | In History you will be able to see all the Customers past notes on such things as Appointments, AR Notes, | + | |
| − | Invoices, Quotes and | + | |
Latest revision as of 15:50, 21 December 2011
Customer History
Do you know where to view Customer History?
- From the Sales module select the Customer List and then select the Customer you wish to look at.
- From the Customer Card select the History Tab.
- In History you will be able to see all the Customers past notes on such things as Appointments, AR Notes, Invoices, Quotes etc
- The Customer History List can be searched by Date and with F5,F6 & F7 functionality
