LinkBack URL
About LinkBacksI am trying to create an internal document management system. Long story short, I am looking for a way to attach documents to accounts after they are uploaded. What would be the easiest way to do this?
Sugar 5.5
MySQL
Senior Member
Connect Documents to Accounts
I am trying to create an internal document management system. Long story short, I am looking for a way to attach documents to accounts after they are uploaded. What would be the easiest way to do this?
Sugar 5.5
MySQL
Sugar Community Member
Re: Connect Documents to Accounts
The Notes module allows you to attach a file and then relate it to a record, such as an Account. Have you tried using that option instead of Documents?
Regards,
Angel Magaņa
Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
Blog: http://cheleguanaco.blogspot.com.
Twitter: @cheleguanaco.
________
| Projects: |_____________________________________
|
| CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
| GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
| CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
| Round Robin Leads Assignment
| Phone Number Formatter
| CaseTwit (Twitter Integration)
______________________________________________
There are currently 1 users browsing this thread. (0 members and 1 guests)
Posting Permissions
Reply With Quote
Bookmarks