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Copying Transaction Documents
... Copying Transaction Documents To simplify the creation of customer documents it's possible to copy any customer document to create another one of the same or ...
Displaying & Adding Transaction Documents
... Displaying & Adding Transaction Documents Displaying Transactions Clicking on Start > Finance > Customer Transactions dis ...
Template Opportunity
Is it possible to template a series of line items so that they can be easily added as a repeatable block to opportunities? It can be time-consuming adding multiple line items to opportunities. An approach ...