View a Customer's Timeline

You can view work orders and invoices associated with a Customer on the Timeline tab.

1. Navigate to Customers.
2. Click the Customer Record and the Customer Details form displays.

3. Click the Timeline   tab. By default, the tab lists the Work Orders and Invoices. 
4. Click either the Invoices button or the Work Orders button to filter the list.
5. Click a timeline record to display the work order of the invoice.