11-18-2010 06:00 PM - edited 11-18-2010 06:07 PM
11-18-2010 11:58 PM
The Documents tab in ACT! can be useful to segregate documents that you might want to find readily without having to hunt through History tab. Also it can be useful if you frequently email documents to people as you can readily attach to email and send from Documents tab. In our addon for QuickBooks we have an option of saving invoices as pdf documents and email direct from ACT! to the customer.
Sage need to enhance the document management capability for this tab to make it truly useful. Direct scan to here for documents would be a nice feature.
11-19-2010 01:16 AM
Gleo has explained the options well but the ACT designers could also help us here. For the next version of ACT it would make sense to have the option when creating documents via ACT to either save them to history as now or save to the documents tab.
What do you think?