Finding a History Record (By Customer)
You may have a need to find a history record but only know the
customer's last name. Use the following procedure.
To find a history record (by customer's last
Click the Estimate (or Repair Order, or Invoice) icon.
Select a customer.
Click the History tab.
history records (posted invoices) for the customer display in the
Find History Record (By Invoice Number)
Find History Record (By
Copying Repair Lines
from a History Record