Wouter Dumon

1. User Guide
2. Accounts & Contacts
3. Account and Contact Import Tips

Hello,   Is it possible to import the tax ID here?   Thanks.

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• Wouter Dumon
• November 07, 2017 09:53
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Email Templates

Hello, Is there any update on when the possibility of adding an attachment to an e-mail template will be implemented?   - Wouter

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• Wouter Dumon
• March 08, 2017 10:51
• 0 votes

1. User Guide
2. Accounts Receivable
3. Place an Account/Contact on Hold or Warn

Hi Maggie, We do not have the acces privileges allow update of Receivable Demographics set on the users yet when this same account navigate's to a account that's on hold it has the possibility to c...

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• Wouter Dumon
• October 27, 2016 07:33
• 0 votes