SedonaOffice 101                               Application Menu                              Customer Options

Customer Options

Selecting this option will display a list of two options; Customer Tree and Customer Lookup.

Customer Tree – This option is used to open the Customer Explorer record attached to a non-customer record being viewed.  For example if a Job Record is being viewed, selecting this option will open the Customer Explorer record linked to the Job currently being viewed.

Customer Lookup – Selecting this option will open the Customer Lookup form.

ss1024