Customer history and filters

Within the customer history you will see a search bar, a tick box and various filters

You can use the search bar to search for a description of jobs, invoices, credit notes, or estimates

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If you use the tick box for 'Show parent properties only' it will filter out any jobs/invoices etc related to work addresses and show you items related specifically to the customer's property.

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Without any filters, you will see all historical records related to the customer and the properties they own (work addresses)

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Once you select a filter at the top, the list will reflect the filter you've chosen

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Can't find what you're looking for? Contact support