Is it possible to upload documents and assign them to an account,
So I could then open the account for that company and see all there related documents?
Thanks in advance!
Keith
Is it possible to upload documents and assign them to an account,
So I could then open the account for that company and see all there related documents?
Thanks in advance!
Keith
I create notes for that purpose, the documents then appear in the history of the account.
cheers
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