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/or Filtered Locat...

Search for customers by ID, name, address, or city. Use the Active Status option to narrow search results to Active customers, Inactive , or both. To change customer information, edit the customer in Agvance. To select a different custome...

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 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...