How do I view a customer’s activity log?

WorkQuote automatically records customer activity in the customer’s Notes tab. This log brings together activity related to the customer, while the notes on an estimate, job, or invoice show activity related to that item.

1. Open the customer view screen
2. Select Notes.
3. Select Activity tab
4. Select an activity entry to open the related estimate, job, invoice, or other item.

All activity logs are automatically categorized and time and date stamped.