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  • 1.  customer card attachments

    Posted 21 days ago

    Hi 

    I have attached the credit report and other things to the customer card. We have created an order and for some reason the attachments from the customer card followed the order.  i don't have it marked as flow.  So i'm not understanding they they flowed.  I have since deleted the documents in the customer card but they are still on the order.  is there away to delete these off the order?  

    Thanks
    Nicole  



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    Nicole Ricci
    Sure Controls Inc.
    Greenville WI
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  • 2.  RE: customer card attachments

    GPUG ALL STAR
    Posted 16 days ago
    Hi Nicole,
    Which version of GP are you on ? could you share a screenshot (with scrambled user data) to show where you attached the documents in the Customer Card ? there are multiple places where documents can be attached.. so just want to make sure I understand what you did.

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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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