09-18-2013 09:29 AM
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?
09-23-2013 02:30 PM
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.