Quick view

View the latest updates in the Customer and Invoice sections, and then click through to see the complete activity history.

Last updated: October 03, 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.