Related

  • Last Created On Jun 29, 2023
  • 332
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: 332

Recent Articles

  • Updated Feature in Version 1.0.3 of the...
    102
  • SMS Notifications for Vendor Registratio...
    94
  • Updated Feature in Version 1.1.4 of the...
    82
  • How to Create Custom Fields for the Logi...
    90
  • Temp Staffing Module - Clients Portal
    85

Popular Articles

  • Warehouse
    2241
  • Item Settings
    1835
  • General Accounting Settings
    1579
  • Plaid environment & Setup Your Bank Acco...
    1575
  • Inventory Receiving Voucher
    1363