The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts.

Once you access the individual or company, click the icon highlighted above to access the document.

Compliance Tab on Vendor Document
By default the Vendor Doc Type includes the Compliance tab, where requirements are tracked for specific vendors.

 

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BFA AlertsBFA Alerts

If Alerts are turned on, a colored circle in the Cost Code column indicates when an Account Category or Cost Code row has reached a trigger point. Trigger points are