Overview
Table of content
Step-By-Step
STEP 1
Account Owner you can Create” other document”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
STEP 2
Scroll down to the "Account Detail Documents" related list and click in the button "New Account Detail Document"
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account“
2- Choose the type "Audit"
3- Fill some content in the description field
4- Click on Save at the end of the pages
STEP 4
Scroll down to the "Notes & Attachments" related list and click on the "Attach File“
STEP 5
1- Click on the "Choose a file" button, choose the file you want to attach
2- Click on "Attach File"
3- Click on the button "Done"
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