Customer Information Tab - orders

On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view invoices and payments.

Customer Information, Account and Installation tab

This tab shows you account information for the customer on the order.

Section 1

Account #	Pulled from Customer > Details and Settings tab.
Current Status	Pulled from Status field on the Customer > Details and Settings tab.
Last Service	Pulled from Customer > Accounts tab
Sales Person	Pulled from Customer > Details and Settings tab.
Contact Email	Pulled from Customer > Details and Settings > Site tab
Business Type	Pulled from Customer > Accounts tab
Comments	Pulled from Printed Comments field on Customer > Accounts tab
Section 2 – Pulled from the Customer > Install Info tab Section3 – Pulled from the Customer > Account tab

Customer Information, Lists tab

Here you can view all contacts for the customer and view customer equipment, IP addresses, phone lines, and systems. Your SME Administrator may have hidden some of the tabs shown in the screenshot to simply the interface for your needs.

Customer Information, Activities tab

Here you can view your customers order history, invoice and payment history, and view your customers deposits and prepaid hours.