Viewing all Active Items for a site

From the sites screen you can see all of the currently active items for a site on the dedicated Active Items tab. This tab can be enabled or disabled from the Settings screen, see Enabling the Active Items tab.

  1. From the home page click the Sales button on the main toolbar
  2. Click the Sites tab
  3. Search for the site that you want to view all the active items for using the search filters
  4. Click the Active Items tab

The process is exactly the same for a contractor or a customer from their respective screens

ticket system