Customer History Timeline

To begin, navigate to Accounts from the left menu panel.

• Click on the customer account name.

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• On the next screen, you will see a clock icon on the far right side of the screen.

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• Click on the icon to open the timeline. A list of the activities on the account is shown, this includes Tasks/Activities, Sales Orders, Quotes, Sales Returns, etc.
  • Click on "Read more" to view the item.

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• Clicking on "Read more" for the first item in the list above opened the Sales Order for that item as shown below.