From Customers, select Manage customers, and find a customer record
The history area is used to enter, edit, and view customer information. New records can be added to a data grid if the area is white. Gray areas are view-only. The Activity/History area tabs can be toggled back and forth between displaying current and historical data. This area contains the following tabs:
The slider control at the upper right corner of the detail area enables you to scroll sideways to see more tabs.
Note: Access to see or to edit some tabs may limited by your administrator. Your administrator can set up additional Activity tabs to be displayed in the history area.
10.6 Production Release. Updated 1/20/2006 3:18:45 PM
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