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
name):
1.
Click the Estimate (or Repair Order, or Invoice) icon.
The
Customer Screen
displays.
2.
Select a customer.
3.
Click the History tab.
All
history records (posted invoices) for the customer display in the
grid.
See also...
Find History
Record
Vehicle
History
Find History Record (By Invoice Number)
Find History Record (By
Vehicle)
Copying Repair Lines
from a History Record
Vehicle
Transfer