documents and customers

[futurePilot]

hi there,

does someone know, if documents can be associated to customers?
i have saved an project-offer as pdf in the document-section of sugarCRM.
now it would be useful to associate it to the customer. so everyone who serves the customer can see all documents that are important and in relation to that customer.


many thanks and greetings from hamburg,
frank


... sorry for my bad english...

[paikmoses]

Hey futurePilot,

Right now it's not there, meaning the relation between Accounts and Documents module. This could be achieved by creating a relationship between Accounts and Documents module.

Take a quick look here to learn more: http://sugarcrm.openapp.org/?p=94

HTH.

Regards,

[futurePilot]

hi paikmoses,

thanks for your message. i will check the possibilies of defining relationships. maybe that is a good workaround.

many thanks,
frank