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Document Management

Fügen Sie Ihren Kundenakten alle relevanten Dokumente hinzu.

You can reach this area via Settings > Customers > Document Management.
If this feature is not yet active, you can enable it via „Settings > Add feature“.

Included areas

  • SettingsErlauben Sie die Verwaltung von Dokumenten. Vergeben Sie auch Typen für die Dokumente, um schnell wichtige Dokumente zu filtern. Document Management in the Customer File → (1 Artikel)

Articles about this feature

  • Document Management in the Customer File
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