02-09-2011 11:56 AM - edited 02-09-2011 12:21 PM
I am really hoping I am able to add another column to this pull down menu. I'll explain my situation, possibly there is another method I could use if this is not feasible.
Say I have client 'A', which I provide multiple quotes to - I have added a field denoted roject ref. I would place all quotes under client "a" denoted "quotes" in the project reference field. Then when awarded a project, I would like to be able to copy the client information, and then change the 'project ref' to the address of the project I have been awarded (so far no problems). The problem now becomes transferring the selected files pertaining from that specific quote to the new file I have created. I see there is an option to copy history over, but it moves ALL information from one client to another, which doesn't help. I did notice that if I go to edit the document, it gives me a 'contact' scroll down bar where I could change who the file is under (or send to multiples). In this pull down menu, I would like to be able to add the 'project reference' field, so I could make sure I am sending the files to the right contact page. Once I have multiple contact pages with the same clients name, but different project references, I will have no way of knowing if I am moving the files to the correct contact page. Please help! if anyone has any other work around that could work in a similar matter, I am open to suggestions! Thanks!