User guide

Sales Office 283

The history for each customer includes all messages, notes, quotes, orders, and bills that relate to that

customer. Historical listings are linked to the original transaction where applicable.

Messages that were received from and sent to the customer appear in the history page with a link to

open the message. Message history includes emails that were sent and received through Customer

Messages. Each customer history also includes reminder and past due messages, which can be sent

manually through Sales Reports and may also be sent automatically for each bill. The message subject

link opens each message in a pop-up window.