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.Ā i don’t have it marked as flow.Ā So i’m not understanding they they flowed.Ā I have since deleted the documents in the customer card but they are still on the order.Ā is there away to delete these off the order?Ā Ā
Thanks NicoleĀ Ā
—————————— Nicole Ricci Sure Controls Inc. Greenville WI ——————————
Beat Bucher
Member
November 16, 2022 at 7:34 PM
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.
—————————— 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) —————————— ——————————————-
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