How to view Customer History

How to view Customer History


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.

  1. Login to Solatech

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

  1. Find the customer and click their name to open the Customer page

  1. Scroll down and click "History" banner

  1. Under the history banner expanded you will find all of the details