I can't find my customer history that was migrated
There are a couple ways to validate the data that was migrated into your shop from your old shop management system:
RO History via Job Board
From the Job Board, click the "Active" drop-down and choose "Paid". All migrated history is listed here in date order and can be searched.
RO History via Customer's Profile
- Go to "Customers" section on the left menu bar.
- Find and select the Customer you want to see history for.
- From the bottom table, choose the "Repair Orders" option.
- Here you can tab across the four categories of ROs - Active, Saved for Later, A/R, Paid
- NOTE: Migrated ROs will be in the "PAID" section.
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