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Quick view
View the latest updates in the Customer and Invoice sections, and then click through to see the complete activity history.
Last updated: December 20, 2024
Clicking on the quick view icon on the right-hand side of the row will display a preview of up to five recent notes, replies, and responses associated with a customer or invoice.
Select an activity to be taken to the specific page for this customer or invoice, where you can view the full history.
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