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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