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Documents and lookup

New Member
Posts: 1
Country: USA

Documents and lookup

Hello All, In ACT, I have a tab that says documents. When I send in a quote request, a quote is generated and my company attaches the quote to the record which can be seen under the document tab. I then need to create an opportunity once I receive the attached document. I wanted to see if there's a way that I can do a lookup to see all records that have a document attached to the record. Currently, I have to manually scan all my records which is a bit tedious. Is this possible? Thanks
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Documents and lookup

If you attach them to the History tab rather than the documents tab, you could use: Lookup | Contact Activity