View an Order Profile
An order profile is 'found' by one of two methods: Method 1. Navigate to 'Financial > Orders', filter the grid to find the order in question and select the desired row to get to the order profile. 2. The second method involves finding the company or person and then from the profile menu, select 'Financial > Orders'. From the company/person orders, click on the desired row to get to the order profile.
Method 1
Navigate to 'Financial > Orders'
Use the filter fields highlighted above to select the row(s) you are looking for
Once the data set is restricted, select the desired row to end up at the desired order profile
You are now viewing the order profile
Method 2
Navigate to the profile for the person or company that has the order(s) you are interested in
Use the quick search and enter the name of the person or company. Alternatively, enter the social security number for the person or the primary numeric identifier of the person or company to find the desired entity (person or company)
Once on the profile, click the profile icon and navigate to 'Financial > Order'
From the list of orders associated with the company/person, click on the desired row
You are now viewing the order profile
