SedonaOffice 101 Application Menu Customer Options
Selecting this option will display a list of two options; Customer Tree and Customer Lookup.
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Customer Tree – This option is used to open the Customer Explorer record attached to a non-customer record being viewed. For example if a Service Ticket is being viewed, selecting this option will open the Customer Explorer record linked to the Service Ticket currently being viewed.
Customer Lookup – Selecting this option will open the Customer Lookup form.