Customers
View Customer Details
- Click on Customer’s/Company Name to view details.
To search for Customer, please see this guide: Search for Customer
- You can view Customer Details, Billing & Shipping Address and Staff Members assigned to this customer, on the right-hand side of the screen.
On the left-hand side, you’ll be presented with Customer’s menu, where you can view Customer Contacts, Vehicles, Invoice, Quotes, Credit Notes, Statements and more.
Simply click on desired option to view details.
