Why don't Contact Docs roll up to the Company Record as Notes, History, Activities, & Opportunities do. My client attaches proposals in the Contacts Documents and wants to see the proposals for the whole company. He does have a good point, why doesn't it work the way the other tabs do? Is there some technical reason that this doesn't work or just that it was thought that it wasn't needed. It the latter is true, they were wrong.
Jim Fry, Act! Certified Consultant (ACC) ActSource 952-226-5498 jfry@ActSource.com