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Spreadsheet Online module for Perfex CRM
Related
Last Created On
Jun 29, 2023
69
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:
69
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