How to view Customer History

The customer history is a a record of any update or change that is made in the system with who and what was changed.

Click "Customers" tab or find the Customer name on the Dashboard and click the name

Related Articles
How to view the complete credit card number in SWCS
Summary This article explains how to view the complete credit card number after it has been entered as a payment method in the software. More Information After the credit card information is entered, the software only shows the last four digits of ...
How to View a Report in Solatech Focus
Summary: This article explains how to view a report (output) in Solatech Focus. At many points in the Sales process, there may be a need to view output either for your customer or internally. The output available to you depends upon the status of ...
How to add a Customer
How to add a Customer This guide provides a step-by-step process for adding a new customer to the Solatech Focus 2.0 system. To start, navigate and login to the system. From the home page, there are two options to start the process to add a customer, ...
Working with Customer Payments
Summary This article explains how to process payments through the SalesPRO Software. More Information Payments can only be processed at the Sale or Order status. Payments cannot be recorded against a Quote. Multiple payments may be applied to a ...
How to change status of a Quote
How to change status of a Quote This guide provides a process for changing the status of a quote, ensuring users can efficiently manage their workflow. By following the steps outlined, users can easily navigate the system and update quote statuses ...