I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all complian...
Sales: In Tray - attach documents
Marjorie61
4 years agoPartner
In the meantime, you could use 'attachment' (top left corner of selected card) and add your compliance and other like documents to the customer card file. It works in the same way as adding contracts to employee cards. So, go to your customers card click on Attachment then click on Add Document and attach as many documents (one at a time) as you like. At least that way you have them in one place.
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