Customer logs allow you to view all history attached to a customer in one place.
To view customer logs, watch the instructional video below, then use the steps and screenshots below for reference as needed:
Choose the desired customer.
The customer history will be visible on the right hand side of the screen.
Any job, estimate, or invoice hyperlinks will direct you to that particular page.
- Logs cannot currently be manually added to the customer history.
- If you do not see the customer log, click the caret at the top right hand corner of your screen to pull out the customer log.