History Tabs
The History Tabs can be located within the customer profile. The History Tabs will allow you to quickly access important information you may need to know when contacting a customer. If there is information contained under one of the history tab a blue indicator will display on the tab's header.
History tabs
1. Service Hist
3. Notes
4. Contact Hist
5. Appt Hist
6. Spords
9. Email Hist
10. Text Hist
11. Lead Hist
12. Survey Hist
13. Attachments