- Begin by accessing the Customer List under the Sales tab.
- Search for a specific customer, then select that customer.
- Click Quotes on the left-hand side of the screen.
- Here, you can see a list of all quotes associated with this customer.
- Click Orders on the left-hand side of the screen.
- Here, you can see a list of all orders associated with this customer.
- Click the Customers tab at the top of the screen, then click “Backlog by Customer.”
- Search for a specific Customer.
- Here, you can see a list of all backlogged orders associated with this customer.
