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: