1. Home
  2. Docs
  3. Documentation
  4. Documents
  5. Documents list

Documents list

In the documents section you can see all the documents issued with the possibility of:
-create a new document (quote or invoice)
– view and filter the documents issued
To issue a new document you need to have added clients to the database, you can not save documents not assigned to a customer
The document table, as well as all the other sections of the crm in which there are lists of objects, can be filtered, sorted and grouped. To reverse the order simply click on the column header, to filter click on the filter icon, to group drag the headers to the yellow area.
Possible groupings are: Customer, Subject, Description, date of issue, expiration date (if entered), amount, status (paid – unpaid).

Was this article helpful to you? Yes No

How can we help?