Customer Service Home - DataViews Tab
The DataViews tab on the Customer Service Home form shows DataViews related to the customer.
Use the radio buttons to select the DataView to display:
- Customer Orders
- RMAs
- Projects
- Customer A/R History
- Opportunities
- Conracts
- Incidents
- SROs
Use the Customer field to filter by customer.
For each DataView, you can select the status of the orders you want to display.
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