Using Quick Links in Customer Profiles

Step 1: Navigate to Quick Links

• In the customer profile screen, you’ll find Quick Links to various modules, such as Diary, Enquiry, Sales Order, Works Order, Delivery Note, and Invoice.

Step 2: Access Relevant Customer Documents

• Click on a Quick Link (e.g., Sales Order) to be taken to a screen that displays all documents related to that customer.
 
• You can filter and search through past and present documents for full traceability.

Step 3: View and Manage Documents

• From the selected Quick Link, open individual documents to review or update records such as invoices or sales orders.