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Linking documents to Customer (Read 250 times)
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Posts: 19
Linking documents to Customer
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.
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Lynn_Pantic
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evolution (n) -
gradual change to a
different form

Posts: 5663
Re: Linking documents to Customer
Reply #1 - 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.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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