Articles
SKY Customer Overview
Favorited Customers display below the Search Customers field upon first opening SKY Customer. Search for Customers then select the Star to add them to the list of favorites.
Filter Customers by Active Status and/o...
Overview Page - SKY Customer
See SKY Customer Overview for information on searching for Customers upon first opening SKY Customer.
The primary pane on the Overview page displays a quick view of a variety of account information.
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Activity Tab
A summary of the last 10 most recent activities displays on the Activity tab in Customer. Different information is available depending on the transaction type. Select the transaction number to navigate to where that specific transaction resides in...
Attachments, Documents, and Statements - SKY Customer
Attachments Any documents that have been attached to the Customer Profile in Agvance display. Choose the Ellipsis icon to View Attachment or Delete Attachment . View Attachments must be turned on in SKY Admin per user for this tab to b...
Classifications Tab - SKY Customer
On the Classifications tab in SKY Customer, see the Classifications to which the Customer belongs. ...
