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Contacts' Documents Tab

Copper Contributor
Posts: 131
Country: USA

Contacts' Documents Tab

Can I link a document to more than one contact, or more than one company?





PS: Sage ACT! Premium 2011 Version Hot Fix 4  Win 7

Silver Contributor
Posts: 1,813
Country: USA

Re: Contacts' Documents Tab

if you use the documents tab, there and create a shortcut to the document, you can have a shortcut to that document from several contacts. this could work.  IF you import the document from several contats, you will several copies of hte document within ACT


THe thing that makes the most sense would be to attach the document when creating a history and then share the history with several contacts. 

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