View a Customer’s Details

View a customer’s details

Users can access customers details from the system, this includes their contact information, previous contact with the customer and any previous bookings or inquiries they have made. To view a customer’s information:
  • If you have a customer’s name/address/telephone number, enter it in the search bar to locate a customer
  1. Go to a INQ/EST/BOK/INV/CMP
  2. Under Customer Info click on the customer’s name
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