22 April 2010

Attaching Documents Quick Tip

If you use Companies (i.e. where the Company Name is it's own record, and Contacts are linked to that Company), and you attach documents, then you've noticed that attaching documents on the contact record Document tab only show up for that contact, and are not shared across the Company record.  Here's how to fix this...
When you attach either a shortcut or file to the Documents tab, here's what you see:






As stated earlier, these files are not visible when viewing the Company record.  However, if you use the History tab, and use the icons on that tab:






...you will get the same end result - i.e. attached documents that sync - but will also be able to see the docs on the Company record where you can see *all* detail for all linked contacts.  This especially helps if you have multiple contacts linked to a company, and each contact might have their own attachments - you still get the "roll-up" view in the Company record.  Here's the view of the same attached docs in the Contact record and the Company record:







No comments:

Post a Comment