The Customer Hub shows customer data including their contact information, location, service calls, location equipment, location contacts, location contracts, and/or jobs. Notes and attachments can be added and viewed for the customer, location, service calls, and location equipment.
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By default, Bill Only addresses are excluded from the initial view of customers. Mark the View Bill Only checkbox above the scrolling to window to include the Bill Only addresses. (Bill Only addresses are addresses with the Bill Only checkbox marked and are set up in Signature.) |
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Accessing the Customer Hub
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