Section
| Description
|
Orders
| This shows any Orders for this contact. By default, you will see the first 5 orders. If you would like to see all orders click on the View All button.
- New Orders can be created by clicking on the + icon.
- A sub-action menu will open using the vertical ellipses.
For more information, see Orders. |
Items
| This shows any Items for this contact.
- Hovering mouse over an item, a vertical ellipses will display. Clicking on the vertical ellipses will open a sub-action menu.
Action | Description | Summary | This allows for the item summary to be displayed. The summary is informational and cannot be printed. | Edit | This will redirect you to the Item Edit page. | Workorder | This allows for a workorder to be generated for printing or downloading.
Workorder document options can be customized. For more information, see Documents - Creating a New Document. | Delete | This allows for the item to be deleted. |
|
To create an order see Creating a New Order.