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Documents Tab Solution (ACT 2010)

Copper Contributor
Posts: 73
Country: United States

Documents Tab Solution (ACT 2010)

Ok, I'm trying to maximize my use of ACT!

We've just (after almost 10 years using act) started using opportunities (the feature could use major work, but it's better than quoting in the "notes" section)


Now onto documents...


I see there is a documents tab for contacts and clients:


1.  What might go in the company documents tab


2.  What would go in the contact tab?


I notice that if you place a document in the contacts "document tab" it doesn't show up in the overall company document tab.


Can someone clarify this function and how I might maximize it's use?



My take ####


1. Place Invoices, Packing Slips, random technical data sheets that go out with orders in the COMPANY DOCUMENT TAB

2. no idea what to place in CUSTOMER DOCUMENT TAB