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To open a record from a history tab

  1. Select Customers > Manage customers to open the Customer Portfolio.
  2. Click Find.
  3. Select or enter the search criteria and click Go. The Results tab displays the search results.
  4. Double-click anywhere in the row of the record you wish to load.
  5. Click on a history tab to show that tab's contents.
  6. Double-click the record or the arrow on the left end of the record.

See Also

Finding Customer Records

Opening customer records

Search window

To find and load a customer record

To find and load a company record

Find Company window


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