Add Customer to Document Properties to Associate a Document and Include in Customer Report

Add Customer to Document Properties to Associate a Document and Include in Customer Report

350.00

Add the customer field to document properties and add customer documents to the existing Customer Report in the reports and graphs. Please note that once this is added, you will have to edit the properties and select the customer for each document. However, you would then have a complete report on all the activities for a specific customer.

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