Customer events from all branches

✔ The customer card opens a CRM view showing the customer's bookings, work orders, sales and quotes from all branches you have access to. ✔ The summary shows the next booking, open work orders, the latest event and net sales for the last 12 months, also by branch. ✔ Each event shows which branch it belongs to, and it can be opened without changing the active branch. ✔ The timeline can be filtered by branch, event type and date range. Contact details are shown from the active branch.

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