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How do view a customers latest transactions
How do view a customers latest transactions

Describes how do I run a client activity report for specific client?

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To view a customers latest transactions follow the below instructions.

  1. Click on the Contacts link from  the BusinessMind home page.

  2. Search for the contact you wish to view.

  3. Click the contact to display the contact detail view.

From here you can either click on the Latest Transaction Link to view these on screen or you can click the download icon and choose to download the transaction history into your favorite spreadsheet program

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