When you’ve had a customer for a long time, you can have a lot of information about that customer. Now, with Filtered Grids, TAC runs faster because you can control how much you see.
You can set a date range, e.g., current year or last two years, and when in a Site or Customer Master you will only see history in that date range for:
- Work Orders
- Invoices
- Line Charges
- Payments
- Notes
In addition, the Customer Master Site Tab will show only site locations that meet the following qualifications
- Units assigned to site
- Total due not zero
- Bill through date within the selected date range
- Entered date in the selected date range
How to Activate:
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