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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

選擇"動作" 為你要的客戶預覽信息

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Advance Options

選擇更多,可看到所需要的動作,相關,報告等等。

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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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