The Customer Tree consists of two main sections: The Customer Structure and The Customer Tree Options and transaction History.
Depending on the permissions of a User, many activities may be performed directly from the Customer Explorer record, from editing customer-related information to creating invoices, jobs, service tickets, etc.
The examples provided within this topic section are shown where the User has Administrative privileges; and full access to all options within the Customer Explorer.
This topic section is divided into two areas; Customer Structure and Customer Tree Options & Activities. Follow the Links for each section of the Customer Tree Functions.
