MoveBoardHistory Overview opens inside the order window in place of the order. Open it from the orders counter at the top of the window (hover says how many orders the customer has with you), then History Overview.
What's on it
Up to three tables:
- Current Moves — moves that are still to happen.
- Past Moves — moves that are done or closed.
- Storage Moves — shown only when the customer has storage, with Open Storage Tenant to go to their storage.
Each table shows Order Number, Move Date, Service Type, the status and Last Updt. A mark shows moves of more than one day. On a phone only the order number and move date show; press a row to see the rest.
- Filter each table by status (start with All statuses; the ✕ clears the filter).
- Sort by a column heading, and page through with the arrows.
- Press a move to open it.
Go back to the order
Press Order ID at the top, or Back to Order in the window's menu.
ADD NEW ORDER, CONVERT (make the customer a business account) and ACCOUNT LOGIN are explained in Returning customers and their history.