Customer, Vendor, and Employee Documents

This entry is part 60 of 60 in the series Focus Guide - Doc Types

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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