Additional Resources

BC Table: Customer (18)

The Therefore™ category has a “Document-Type” keyword field as sub-category configured, to easily distinguish the type of the document.

The macro [CURRENT_DATE] is used to insert the current date when saving a new document.

The macro [USER_ID] will insert the name of the user currently logged-in to Therefore™ through the Connector.

All options except for “Active” are disabled and no reports are configured, as this mapping is just used for Ad-Hoc saving of documents on the customer card.