Related

  • Last Created On Jun 29, 2023
  • 360
0 0
  • Step 1. Go to Spreadsheet Online module from the left sidebar -> Select the file/folder to related.


    Or  right-click at the file/folder that you want to share and click on the Related 
  • Step 2. In the Add New Related popup, fill the following details: 

    1. Select the Related to: Project, Estimate, Contract, Proposal, Invoice, Expense of, Lead. 
    2. Select the value 
  • Step 3. Click on the Save button 
    Result





Views: 360

Recent Articles

  • Polls vs Surveys
    19
  • Form Analytics
    18
  • Heatmaps
    23
  • Behaviour analytics
    19
  • Acquisition analytics
    31

Popular Articles

  • Warehouse
    2395
  • Item Settings
    1916
  • Plaid environment & Setup Your Bank Acco...
    1691
  • General Accounting Settings
    1640
  • Mapping Setup
    1479