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Contact's Documents Not Shown in Company Detail Documents Tab

Silver Elite Contributor
Posts: 3,312
Country: United_Kingdom

Contact's Documents Not Shown in Company Detail Documents Tab

It's funny the things you sometimes don't spot.
 
In Company Detail view, since the Notes, History, Activities, and Opporunities tabs all nicely show all the entries for all the Contacts who are members of that Company, I naturally assumed the same would be the case for the Documents tab.
 
Not so.
 
I can't believe it was actually designed that way (?)
 
Jeff 
Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Contact's Documents Not Shown in Company Detail Documents Tab

Unfortunately, you're right. It doesn't
 
You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.
Bronze Contributor
Posts: 1,394
Country: USA

Re: Contact's Documents Not Shown in Company Detail Documents Tab

Because of this answer, I've instructed many of my customers to create a contact record called "company ui" for useful information.  I then tell them to put anything that would apply to the company as a whole there, such as documents.

 

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Contact's Documents Not Shown in Company Detail Documents Tab

Hi John,

Why not store that info/docs directly on the company record?
Bronze Contributor
Posts: 1,394
Country: USA

Re: Contact's Documents Not Shown in Company Detail Documents Tab

Good question, but if I’m working in the contact detailed screen, the wait to bring up the company detail is considerably longer than just pressing F8 and selecting the “UI” contact.

 

By now, it has also become a habit. 

 

I use the “UI” concept for a lot of other reasons.  For example, I sell product to customers and frequently work with the manufacturer.  Under the company “UI” is a list of the mfgr contacts in the reference tab.  On another “UI” called “Topic Cross Reference” such as storage vendors, I use the mfgr “UI” in the reference tab here too. 

 

Hope it makes sense, but if not then cue it up to a DEU.  (Yep you'll have to ask what that means)

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit