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Company-Specific Documents?

New Member
Posts: 4
Country: USA

Company-Specific Documents?

I just got into adding company records and associating contacts with them. I wanted to have certain documents appear only for the selected company, within the company tab, without having to select contacts. Is this possible?

 

I can attach documents in the companies tab, but it is shared for all companies... I tried attaching files to contact records, hoping they would appear in companies, as how notes are, but no luck.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Company-Specific Documents?