System Documents

To add a System Document, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click the hyperlink ...

You can delete a document if you have the appropriate user permissions.  Use caution when deleting a document. Once the Delete button is clicked, the document is permanently deleted from the database. There is no warning or confirmation mess...

To open and view an attached document, download the file. The software creates a PDF file of the selected document. Once downloaded, you can open the file for viewing. To download a System Document, you must first access the customer record. ...

To edit a System Document, access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Cust...

You can replace a currently attached document with a different document. Use this option if there is a newer revision of the document or if the incorrect document was uploaded. To replace a System Document, you must first access the customer re...