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by luisr_ca
on ‎06-08-2009 06:44 AM

Great idea! This would work wonderfully in our organization. 

 

We store all client documents in a set folder structure - and we do exactly what Jeff is talking about.

 

Right now the only way to have those documents (produced in Excel, Word, PDF's, etc). is to have someone drag them into the notes/history tabs.  

 

Jeff's idea would eliminate this extra step.

 

LuisR 

 

  

by Nickel Super Contributor ritakog
on ‎06-08-2009 07:25 AM
Method 1
    Create a shortcut to the folder
    On the documents tab, add a file, browse to the shortcut (you may
have to change the files of type to *.lnk)
 
Method 2
    Create a url field 
    Syntax: file://and the full path of the folder
including drive letter
by New Member LisaSOFAST
on ‎08-31-2009 06:08 AM
Just confirming the above,

We add multiple folder shortcuts in our documents tab.

 

You have your folder on the network e.g. John Smith.  Create a shortcut to that folder, (save in the folder itself or in a shortcuts folder, it is up to you) 

 

In ACT! go to the Documents tab, click Add Document File, in the Attach Document box type *.lnk in the filename, now press ENTER (important).  Now Browse to where your shortcut is and click it to attach. 

 

You can have as many shortcuts to folders in the Documents tab as you require.

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