Viewing a Customer’s Value Report

Service > Miscellaneous > Customers

or

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Hover over [More] in the Action Ribbon.

4. Select Value Report from the dropdown.

· The Value Report will open in a new tab in the browser.

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