Customer Overview > Sales/Hire tab

This document provides a comprehensive overview of the Sales/Hire tab functionality in the Customer Overview screen. The Sales/Hire tab is designed to display the most recent sales/hire and payment records, offering users a quick snapshot of recent activities prior to creating a new sales/hire record.

To optimize performance, the Sales/Hire tab displays only the most recent 100 sales/hire records. In cases where a customer has more than 100 records, a banner will appear at the bottom of the list. By clicking on the View all sales records link within the banner, users will be directed to the Sales/Hire > Find Sales/Hire screen with the Customer filter applied. This feature enables users to search through the complete sales history of the customer.

Users can navigate directly to the Sales/Hire > Find Sales/Hire screen at any time for advanced searching of existing sales records. This functionality allows for more detailed and specific searches based on various criteria, enhancing the user experience and efficiency in locating sales/hire records.

The columns in the Sales/Hire > Find Sales/Hire screen can be sorted according to user preferences. The displayed columns are determined by the settings accessible through the cog button located next to the Filters button. This customization feature allows users to tailor the display to meet their specific needs and preferences.