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Viewing a Customer’s Job History

< 1 min read

1

Click the Customer Menu Item #

To view a customers job history, click the Customer menu icon.

Find a customer

2

Find the Customer #

You can search for a customer on this screen by typing a search parameter into the search box. Once you have found the customer, simply click on the customers name in the grid.

Find a customer

3

View the Job History #

Once the Customer’s screen is open, the Job History tab is already open. In there, you can see a grid with a list of all the jobs the customer has had in with you. To view any of the jobs, simply click the row in the grid.

View a customers job history