CRM – Documents

Can I edit or delete a document category?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   To edit a value, click on the edit Icon to the right of the value you’d...
Thu, Jan 28, 2016 at 8:53 AM
Can I change the order that the document categories appear in the dropdown box?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   Find the value that you want to re-order and click on the icon with 3 r...
Thu, Jan 28, 2016 at 8:54 AM
Can I rename a document?
Yes, you can edit the document by double-clicking on it, clicking on the File Name hyperlink, or highlighting it and clicking the blue “View/Edit” button. T...
Tue, Mar 23, 2021 at 12:00 PM
Can I delete a document?
A document can be deleted from the documents grid by selecting that specific document and clicking on the trash can which is located on the far right end of...
Thu, Jan 28, 2016 at 8:54 AM