Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Customer
    • Notes
    • Name
    • ID
  • Location
    • Notes
    • Name
    • ID
  • Address
  • Address 2
  • City
  • State
  • Postal Code
  • Phone
  • Contact Person
  • Service Area
  • Branch
  • Bill Only checkbox
    You can select the Bill Only filter to set to False if you want to hide Bill Only Locations. This column defaults to both True and False selected to display all addresses. The new column displays to the far right in the Customer Hub and can be dragged to a different location. Each row now shows a read-only marked checkbox if the location is a Bill Only location. This option is available if the Exclude Bill To Locations within Customer Hub global setting is not enabled. (See Setting up Global Options.)
    • Select All (True and False): Displays all locations.
    • True: Displays only Bill Only addresses.
    • False: Bill Only addresses are not displayed. Only locations that have not been marked as Bill Only in Signature display.

Viewing Detailed Customer Information

...