Customer Explorer Customer Structure Functions Site Tree Options

Customer Structure Functions (continued)

Site Tree Options

The options listed below a single site pertain to that site only.  When highlighting each menu option, a list of that particular Site's activity will be displayed in the Active Pane.  Several of the Site options have right-click options available. Follow the links below for definitions of each of the Site Right-Click Options.

Systems    Contacts    Credit Memos    Documents    Invoices    Jobs    Recurring

 

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