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