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3113 Rodiniai

Is there any way to link attached documents into a contact to "Documents" module? It means, when you attach a document in a contact (i.e. a contract), is there any posibility to this document to be available in the "Documents" module in a specific folder?


Thanks in advance

Portretas
Atmesti
Best Answer

Hi Jose, if you upload the document in the documents app, you are able to link the contact to it from the side bar. However, I didn't find a way to do it from the contact app. You can upload an attachment, but it won't show up in the documents app. Frustrating.

Portretas
Atmesti
Best Answer

hi i have a similar Question. 

You can link certain documents to contacts, but is it also possible to link certain workspaces ( folders ) to contacts? or the other way arround? 


Thanks! 

Portretas
Atmesti
Best Answer

buena info

Portretas
Atmesti
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