Viewing Customer details in a Consult

Created by David Joyce, Modified on Thu, 16 Sep, 2021 at 1:36 PM by David Joyce

When ever working on a Consult, you might need to contact the Customer (as they could be gone home or have left the building for any reason)



  • When in the Consult at the end of the textbox that contains the customer name there is a black button with an i, click it
  • A new pop over will come in with all the customer details



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