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Intermediate Participant
Sending External Files to a Customer record
As I have been using more and more create new document from vendor (or customer) template features in order documents, it would be nice to have feature in the order docs, that if the order was assigned to a customer record, to be able to select an order document and have a button to "copy to customer file" option that is available.
Currently you have to go to the actual customer record, then import the corel (or whatever) file into their external file tab of a customer record.
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