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


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.



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



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



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