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1. Click on Contacts
2. Click on your Customer's name
3. At the top you will see "Open Balance" - "Lifetime Revenue" - "Unpaid Invoices"
4. Click on Information
You will see all the customer's principal information - name, address, contact info, etc.
5. Click on Deals
6. You will see all customer deals
7. Click on Proposals / Jobs
8. You will see all customer Proposals / Jobs
With the Proposal #, the Name of the Deal, Stage, Description, Status, and Amount
9. Click on Appointments
10. You will see all customer Appointments
With the Preferred Date/Time, Another Date, Address, Created, Status, and Details
11. Click on Invoices
12. You will see all customer Invoices
With the Invoice #, the Job name, Status, Date, Age, Amount, Balance, and Last Emailed
13. Click on Payments
14. You will see all customer Payments
With the Deposit #, the Invoice #, Date, Method, Reference, Amount