View a Customer's Timeline
You can view work orders and invoices associated with a Customer on the Timeline tab.
- Navigate to Customers.
- Click the Customer Record and the Customer Details form displays.
- Click the Timeline
tab. By default, the tab lists the Work Orders and Invoices.
- Click either the Invoices button or the Work Orders button to filter the list.
- Click a timeline record to display the work order of the invoice.