Customer account timeline
Review service and commercial history for one customer.
Where to find it
Open Customer Account for the required customer.
How to use it
- Review contracts and the account timeline.
- Add an account note if you have permission.
- Use an appropriate note type such as general, commercial, service, renewal, complaint or credit.
- Open linked historical records directly from the timeline.
Important notes
Account notes are operational records; do not use them to store passwords or other secrets.