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  • Viewing, opening, and printing saved pdf attachments to the customer database.

    Question regarding viewing a pdf after saving as attachment to the Customer Database. If I click on "maintain," "Customer/prospects," enter the customer number which opens the desired customer, click on "file" within the customer window, and select the…

  • Save and Save & New

    Hello, I would like to see two options for saving new transactions. First, save. This would save the transaction but stay on that transaction. This would allow notes and attachments to the transaction without having to search for the transaction. Second…

*Community Hub is the new name for Sage City