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Creating relationships with Dynamic Linked Items (DLIs)
... Creating relationships with Dynamic Linked Items (DLIs) Prerequisite Knowledge: This page explains how to use a Custom Field with the D ...
Marking customers as "suspended"
Workbooks allows you to create and edit Agreements you have between your Own Organisation(s) and your customers. This might be simply to change information about, say, their invoice address, or it might be to Suspend or Close off the Agreement they have ...