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Customer History
Customer History

View and/or print a Customer History Report.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over 2 years ago
  • Click on "Customers".

  • Search for existing customers by entering customer name, address, or phone number.

  • Click "Go" or press Enter to view results.

  • Click on the desired Customer's Actions Menu (...).

  • Select "Customer History".

  • Set a Date Range for the report by entering a "Start Date" and "End Date" or clicking on the Calendar icon to select dates.

  • Click "Run" to view the report.

Once a report is produced as a PDF, it can be printed (as desired).

Example of Customer History Report.

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