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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Communication Files not "summarized" to Customer Level
When we create a Message or Note on a transaction, we can see that Message or Note on the Customer record. When we create a New File on a transaction, that file isn't visible on the Customer record when going to Communication>File. Is that the normal behavior? Thanks.
Kent
RagLady.com
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