Customer Explorer Customer Tree Options & Activities
Customer Tree Options & Activities
Once a new Customer has been created, the Customer Explorer form is displayed containing the structure of the customer and other information related to the customer, its sites and systems. As activities are performed and transactions are posted which pertain to the Customer, its Sites or Systems, the information is viewable from the Customer Tree within the Customer Explorer record within the Options & Activities section. The Activities & Options area of the Customer Tree is organized alphabetically beginning with the Activity Ledger option and ending with Systems option; each Tree Option will be defined. Follow the links at the bottom of this page for information on each Tree Option.
Activity Ledger Journal Detail
Deferred Income Recurring History