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Documents tab does not carry over

Copper Contributor
Posts: 5
Country: USA

Documents tab does not carry over

Using Act 2010 v.12

Sometimes when we add a document under a contact it shows up also in the company document tab, sometimes it does not. We really prefer that it be duplicated from contact to company. What can be causing he discrepancy?

Moderator
Posts: 704
Country: USA

Re: Documents tab does not carry over

Rosetejas,

 

  Documents shouldn't carry over to the companies at all.  Notes and histories can be shared between the two, though, an do so automatically when creating either.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com