Client Management                               Customer Explorer Overview

Customer Explorer Overview (continued)

Customer Explorer records are accessed by using one of the Customer Search options on the main application toolbar; the Text Box search or clicking on the Quick Search button (binoculars icon).  Once the customer is located and selected, the Customer Explorer record will be displayed.

When the Customer Explorer record is first opened, the Active Pane will display several pieces of information related to the customer:

·Active Billing Contact Names & Phone Numbers

·Open Invoices

·Unapplied Payments and Credits

·Open Service Tickets

·Open Jobs

Users with appropriate permissions are able to double-click on any of these open items to view the details of that item.

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