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by Bronze Super Contributor pauluptime
on ‎04-21-2015 06:32 AM

Can we see a response to this GREAT product suggestion, and perhaps look forward to this important feature improvement in v18?

by Bronze Super Contributor benhamilton
on ‎04-21-2015 07:06 PM

I've worked with another CRM product, and the 'roll up' feature is a real differentiator for Act! I feel. It's great. To see it also done on documents would be a small but useful addition.

by Silver Elite Contributor
on ‎04-23-2015 01:25 AM

Yes! Great idea.

 

You know it makes sense.

 

I can't understand why it doesn't do this anyway.

 

Would also like the OPTION to make documents added to the Company record copy down to any linked Contact records.

by Bronze Super Contributor pauluptime
on ‎03-30-2016 07:14 AM

Just bumping this excellent suggestion, which IMHO is one of the most frequent requests for improving Company and Groups feature of Act!

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