Skip to Content

Sales Opportunities - Documents

Our customer is using the "Sales Opportunities" funcionality and need to document all documents related with each sales opportunity.

The question is that the documents "Credit NOte" or "Receipt" are not allowed to register.

In the document list only appears below docs. (please see image)

Is it possible to add new "documents" ? Can we add "credit note (sales/purchase)" or "Incoming/outcoming payments" ?

Many Thanks in advance for your help.

Fernando Martins

prtscr-capture.jpg (98.9 kB)
Add a comment
10|10000 characters needed characters exceeded

Related questions

0 Answers

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.