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  • 1.  Auto Populate Paperless AR_CustomerDocuments

    Posted 09-18-2019 15:05
    Edited by Jeff Schwenk 09-18-2019 15:05
    Anyone know of a Q and D way to populate the AR Customer Document table with emailing options when setting up new customers?  Currently, I do it manually but I can see this becoming quite cumbersome if you are setting up customer frequently.

    Would a button script do the trick?  While I want to automate it, I do worry about it being too automated.

    TIA for your thoughts.

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 2.  RE: Auto Populate Paperless AR_CustomerDocuments

    Posted 09-18-2019 15:20
    I set up a client with a scheduled VI job that creates the paperless entry nightly for any new customers, provided an email exists under the primary field.

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    Bill Pfahnl
    Nims & Associates
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