chrisbowden
Full Member
Doing it all with DBA.
Posts: 106
Gender:
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Added the ability to add multiple linked documents to Vendors (AP-A) and Customers (AR-A). For instance, whenever I add a new vendor who is not incorporated, I need to collect a W-9 and keep on file. If I had linked documents, I could scan in, convert to PDF and then print out anytime I wish by opening Vendor (AP-A) record in DBA and clicking link. Same thing for Customers; I could scan in and link to Certificates of Insurance, Hold Harmless Agreements, and any other important customer-specific info. This would greatly increase our organization of such information and unify the access to such info. Also would be nice if could pull up inventory links from SO-A Inventory Inquiry. I don't see a 'Links' button on this screen, only the field showing that a link exists.
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