Viewing a customers details from the CRM/Job Management Center
The following explains how to view a customers information and trading details from within the job management center.
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STEP 1
Under 'Jobs & Orders,' select 'Job Management.'  |
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STEP 2
Select a job from the list of jobs  |
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STEP 3
Click on the magnifying glass from within the next window to view the customer record  |
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STEP 4
Click on the 'History' button to see the full trading history for a customer  |
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STEP 5
You can now see all orders and invoices etc. for that customer  |
