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Labeling Attached Documents

Copper Contributor
Posts: 28
Country: Canada

Labeling Attached Documents

I have various documents attached to the 'Documents' tab under 'Companies' and I would like to know if there's a way to add a (or several) column(s) that I could use as file descriptors.  For example, if various contracts are listed for each company, I could have a separate column indicating that a given attachment is for service a and another that indicates that it expires at date b.

 

If it can only be accoplisehd via add-on, is there source code of a sample available for perusal?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Labeling Attached Documents

This would require an add-on or perhaps the ACT! SDK. Moving this post to the public Sage ACT! Developers Forum for better exposure. You may also want to contact Durkin Computing - I believe one of their add-ons can do this. Their website is http://www.durkincomputing.com/

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.