Sage ACT! - Document Tab Associated with Company/Groups

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Document Tab Associated with Company/Groups

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I keep on thinking that if the contact is associated with a group(s)/company(ies) that there should be a way for all the files that are in the company/group tabs to be able to be seen in the contact tab. For example, John Smith is associated with ABC Company and XYZ group. If I click on the document tab for John Smith, there should be a way of looking at all the files in the ABC Company and XYZ Group also. An idea could be that the document tab has a 2 option dropdown. One option is any files belonging to John Smith and the other option showing the files from XYZ Group and ABC Company. It could be shown in a tree view or click-expand for companies/groups.

My two cents.

Pat Gennarelli

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