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Showing ideas with label Documents.
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It's time to standardise where attached documents go in ACT! At the moment, if I'm looking for attached documents they could be in a number of different places:
The Documents Tab
Attached to a History record
Attached to a Note
Attached to an Activity
This makes them difficult to find.
Can I propose that ALL attached documents and Links to Documents go into the Documents Tab
History, Notes and Acivities show Links to the relevant document or link in the Documents Tab.
Jeff
I would like an automatic link when you add documents under the "Document" tab in the Contact Detail view, to be linked to the "document" tab under the Company Detail view
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