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View Active and Upcoming Schedules

View active and upcoming contracts for your customer.

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Written by Gemma Langley
Updated today

To view your active customer:

  1. Within the CUSTOMERS tab, find the customer by searching any of the fields.

  2. Click View Customer the eye icon. This opens the customer's PROFILE.

  3. Click on CONTRACTS tab.

  4. On the contract row under Actions click the double green cog icon.

  5. From the dropdown, click on View/Amend Schedule Versions.

Here, you will be able to see your active and upcoming schedules in the table.

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