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NEW Connect to DBS IDEAL direct bank feeds Click here

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jriley1414
Level 3

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Hi,

 

I do not see the customer section you are referring to; there is a section called customer snapshot and there is no audit trail for emails. When you double-click on the customer, their card pops up with tabs for payment info, account #, terms, etc. Nothing in as far as finding statements or invoices that were sent via email.