Next Generation - Access the action panel from a customer

You can access different areas of the system directly from a customer record.

To open the Action Panel from a customer:

Click Debtors then click Customers.
Note: All customers are displayed for you. You can narrow down you search using advanced filters.
Select the checkbox for the record you wish to work with.
Note: The Action Panel automatically opens from the right hand-side of the screen which gives you access to multiple tabs.

Tabs	Description
Action	Only available when you select a single record. The cards at the top section of the tab represent transactions with this icon while the bottom part represents enquiries with this icon . You're able to access the cards which are security profile permission driven on the Actions tab.
Task	You can view and create new tasks. For more information on how to add a new task, follow our article on creating, editing, and deleting tasks.
Documents	On the Documents tab, you can upload, view, and download the documents. For more information on the Documents tab, follow our article on viewing, uploading, downloading, and deleting documents.
Notes	You can add notes that are relevant to the supplier. For more information on the Notes tab, follow our article on creating and editing notes .
Forms - Workflow forms	You can only see this tab if your database is integrated with Workflow forms. On the Forms tab you're able to access the extra forms that've been set up for you.