Archiving documents on accounts/contacts

[trasmussen]

I have spent a lot of time searching the web for a good open source system. I have tested a lot and find SugarCRM very very good. However, it seems to me that all the system I have tested is in lack of one (to me) very important feature, the ability to archive documents and link them directly to an account or customer.

I have been working a lot with a CRM system called SuperOffice. In SuperOffice when you select an account, you get a list of all the activities you have had with contacts under this account. The list will contain calls and meetings like in SugarCRM, but also (and this is what I miss in SugarCRM), documents, emails, faxes etc. fra you have sent to or received from the contact. Also, you can create new documents from within the system using templates. When you create a new document, this is automaticaly stored in the system under the account.

Have I missed this feature in SugarCRM or does it not excist? If not, are there any plans in that area?

Many thanks

[malcolmh]

Hi,

The things you are asking about are all possible with SugarCRM:
- documents are attached to notes which are associated with an accounts, contacts, opportunities, projects, cases etc.
- Emails either sent or received with SugarCRM can also be associated with an accounts, contacts, opportunities, projects, cases etc. Additionally mails created or received in Outlook can be archived to SugarCRM using the Outlook plugin (standard in Pro und Enterprise, can be bought for OS version)
- Faxes (depending on how you create them) can be archived like Emails
- Standard Email templates can be created directly with the Sugar Email component and documents can be created with Sugar Word PlugIn standard in Pro/Ent)

[trasmussen]

Thank you very much for the quick reply.