Create/Add a Customer File Link:
1)
Select Sales/Receivables,
then select the Customers
button. The Customers window appears.
2)
Find and select the customer for which to create a file link.
(see Search for a Customer)
3)
Select the Links tab.
The list of Links is displayed.
4)
Select the Add
button. The AR Contact Log window appears.
5)
Select the Browse
button. The Locate the file you want to link window appears.
Note: Search capabilities
are provided at the bottom of the Locate
the file you want to link window.
The Advanced button
provides access to advanced search for files.
6)
Browse to the desired file to link to and use the Select
button select it..
7)
Select the SAVE
button to save the new log information.
To abort adding the new log, select the Exit button to discard any changes made to the contact log and close
the AR Contact Log window.
How to Delete a Customer File Link:
1)
Select Sales/Receivables,
then select the Customers
button. The Customers window appears.
2)
Find and select the customer for which to delete a file link.
(see Search for a Customer)
3)
Select the Links tab.
The list of Links for the selected customer is displayed.
4)
Double click on the LinkName entry to delete.
The Customer File Links
dialog box is displayed.
5)
Select the Delete button
to delete the file link. To
abort deleting the file link, select the Close
button to cancel deleting the file link, close the Customer File Links window, and return to the Customers window.
1)
Select Sales/Receivables,
then select the Customers
button. The Customers window appears.
2)
Find and select the customer for which to edit a file link. (see
Search for a Customer)
3)
Select the Link tab.
The list of links for the selected customer is displayed.
4)
Double click on the File Link entry to edit.
The Customer File Links
window appears.
5)
Make the changes to the link by browsing to another file.
6)
Select the Save button
to save the changes made to the link.
Select the Close button
to abort the change, close the Customer
File Links window, and return to the Customers
window.
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