Customer Explorer Active Pane Functions Overview
When a Customer Explorer record is initially displayed, the Active Pane lists key information about the customer; active Billing Contacts, Open Invoices, Open Credits, Open Tickets and Open Jobs. There are right-click options available for items w...
Open Tickets
Under the Open Tickets area of the Active Pane, all open Service and Inspections Tickets will be listed. Double-clicking on an open ticket will open the ticket form. If the User does not have the appropriate permissions, they will not be able...