Viewing Service History and Sales History for a Contact

Use this procedure to display information about the sales for a contact. The Service History tab displays information about the types of services and repairs done on a contact’s vehicle.

This task is a step in Process of Using Automotive to Work with Contacts.

To view sales and service history information for a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. Select a contact record and take the following action:

    To... Drill down on the...

    View sales history

    Last Name field link and click the Sales History view tab.

    Note: The Sales History view is read-only.

    For more information on service history, see Tracking Service History

    View service history

    Last Name field link and click the Service History view tab.

    For information on:

Related Topics

Managing Relationships Between Contacts

Associating a Vehicle with a Contact

Managing Service History Information