07-13-2011 08:05 AM
I've been storing documents in the documents tab of contacts. The functionality seems limited. How would I rename a document?
PS: Sage ACT! Premium 2011 Version 126.96.36.199. Hot Fix 4 Win 7
07-13-2011 12:01 PM
You are correct, the functionality on the Documents tab doesn't allow for a true renaming of an attached file. You would have to open the document > save it to the workstation with a new name > attach the new document to Documents tab (and delete original attached file from tab).