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 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