be abble to attach a document to an invoice inside of CRM integration without going into books to attach
books allows you to attach a doc to the invoice to be seen by the customer in there portal...which we like. but with CRM integration you can create the invoice etc...but then have to go into books to attach the doc...can you make it so you can attach inside the crm integration and flow through books and into the portal?
5
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anonymous
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