customer card attachments

  • customer card attachments

    Posted by Nicole Ricci on November 11, 2022 at 10:54 am
    • Nicole Ricci

      Member

      November 11, 2022 at 10:54 AM

      HiĀ 

      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)
      All-Star 2013
      ——————————
      ——————————————-

    Nicole Ricci replied 3 years, 7 months ago 1 Member · 0 Replies
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