Quick view

Check recent activity in Customer and Invoice views and click through to view full history.

Access a preview of up to five recent notes, replies and responses associated with a customer or invoice by clicking on the quick view icon on the right-hand side of the row. This looks like a piece of paper with a folded top right-hand corner.



Click on a activity to be taken to the specific page for this customer or invoice to view the full history.


Please note: Replies and responses received before the 15th of May 2022 will not appear in the customer quick view. This is due to a change we made in how these were logged.