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Kudos
I use the documents tab in opportunities. I would like the ability to keep them in separate folders based on what they are on a paper format. I receive architectural drawings, quotes, letters and such. Each can be in a variety of formats and I have to open each or prior to insertion into the docs tab, rename them
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Great suggestion but there is an addon exists that will put the contacts folder into a tab in ACT!
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Please take a look at my new Act! AddOn product called FasterAct. www.fasteract.com
I believe that my product does what you are asking for.
I have a dedicated View Documents tab in my software, that accomplishes what you are asking for. Please check out my website, download the trial and try it out.
Let me know if this is what you had in mind.
Kim
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Idea Statuses
- Available in Act! v18 (3)
- Available in Act! v17 (4)
- Available in Act! v17 SP1 (6)
- Available in Act! v16 (14)
- Available in Sage ACT! 2013 SP1 (5)
- Available in Sage ACT! 2013 (19)
- Available in Sage ACT! 2012 (11)
- Available in ACT! 2011 (14)
- Available in ACT! 2010 SP1 (8)
- Available in ACT! 2010 (22)
- Submitted for voting (1,976)
