ATTACH DOCUMENTS TO CUSTOMER MASTERS

ATTACH DOCUMENTS TO CUSTOMER MASTERS

Organizations that have level 3 of the Archive (F.A.S.T.) module can now scan and attach documents to Customer Masters in the Utility Billing module. Document types (for example, APPLICATIONS) are established via Setup (from the Resource Bar). Attach Documents displays on the Utility Billing Customers taskbar. Documents can also be attached directly from a customer master.

Product Date: Monday, January 20, 2014

Leave a Comment

Other Posts

Fiscal Year Tips

If your organization operates on a July-June fiscal period, please review the tips and link in this article. ?_ Also, Enterprise customers (and the OpenRDA...

Read More...