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創建新的文件

為客戶選擇新的檔案

查看客戶信息或客戶的現有文檔

Select Navigate the choose what information you want to preview for the customer.選擇"動作" 為你要的客戶預覽信息

Advance Options

Click More Option, then the navigation menu for Actions, Related and Reports to be shows.

Action button are divided to Actions, Related and Report.  Select the navigation to find the appropriate action button if needs.

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