Oh what a pain it is now if you have a new AR customer to click PAPERLESS then pull down the doucument tab to EACH item the click tab 2 then do it again until all 5 choics are checked. PLease, Please, Please give me 1 box to check for all. If I don't want all of them check the I can go into each one, but a single button to toggle ALL would be great! VOTE FOR ME!!! ;-)
by: karen m. | over a year ago | Customer Mgment (CRM)
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In the 2021 Release, a new Default Delivery Options task has been added to the Paperless Office Setup menu. This task allows you to setup default form selections when creating a new customer or vendor record, so you don't have to setup each document individually. You can change the defaults if needed.
Note: This feature is available if you purchased Sage 100 through a subscription plan.