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• 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 set 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 Locations are marked as Bill Only in the Signature Location window. (Microsoft Dynamics GP > Cards > Sales > Customers > Location) The default setting for this column is Select All to show all locations, both Bill Only and non-Bill Only. The new column displays to starts on 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: Non Bill Only addresses are not displayed. Only locations that have not been marked as Bill Only in Signature are shown. 

Viewing Detailed Customer Information

To see detail information for a customer, select Select the customer from the list on the Customer Hub to see detailed information.

The details section contains the following tabbed information associated with the customer. Some of the tabs may or may not display for all customers. 

• Customer
  Displays the customer's details. See Viewing the Customer Tab.
• Location
  Display's the customer location's details. See Viewing the Location Tab.
• Open Appointments
  Displays any open appointments for the customer. See Viewing the Open Appointments Tab.
• Service Calls
  Displays the customer location's service calls. See Viewing the Service Calls Tab.
• Equipment
  Displays the customer's equipment. See Viewing the Equipment Tab.
• Contacts
  Displays the customer's contacts. See Working with the Contacts Tab.
• Contracts
  Displays the customer's contracts. See Working with the Contracts Tab.
• Jobs
  Displays the customer's jobs. See Viewing the Jobs Tab.

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