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Evo-ERP and DBA Classic >> Sales >> Linking documents to Customer
http://www.istechforum.com/YaBB.pl?num=1181941827

Message started by NPMSTR on 06/15/07 at 14:10:27

Title: Linking documents to Customer
Post by NPMSTR on 06/15/07 at 14:10:27

I can't figure out an easy way to do this, but it would help us out a lot.

I am looking for a way to link multiple documents to a customer file in DBA. I am thinking about linking special quotes, credit information, Tax resale certificates, correspondense. That was with multiple people entering orders or inquiring about that customer, they are a link away from finding any information. Similar to the image link in IN, but multiple fields.

Thanks!

Nick Manning
Prier Products, Inc.

Title: Re: Linking documents to Customer
Post by Lynn_Pantic on 06/15/07 at 18:04:57

The EvoLinks feature will enable this. if you are on the 5/1 update, you can download from www.istechsupport.com/dl/evolinks.zip. Only works in Evo. Go to SD-Q, System Manager and set Use EvoLinks to Y.