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Chapter 3. Adding or Changing Informatio... > Displaying Detailed Customer Informa...

Displaying Detailed Customer Information

When entering into a transaction with a customer, you might want to see detailed information about that customer, such as the amount the customer owes you, jobs in progress, informational notes, and pending estimates. This information is readily available and can be accessed while you fill out a customer's form.

Display Detailed Customer Information

Open a customer form, such as an invoice (press Ctrl+I).

Click in the Customer:Job field.

With your cursor in the Customer:Job field, press Ctrl+L to display your complete Customer:Job list.

Arrow or scroll down to the particular customer whose information you want to view.

View the balance due, job status, and outstanding estimate amount for the customer for each job listed.

Click the Notes icon to retrieve informational notes about this customer or related jobs.

Click OK or press Esc to close the Notes window.

Right-click the customer name and select QuickReport to view the details of transactions relating to this customer.

Press Esc to close the QuickReport.

Right-click one of the jobs for this customer and select Show Estimates to see a report of the estimates for that particular job.

Double-click any estimate to see the actual estimate form.

Press Esc to close each of the windows you displayed.



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