Documents associated to Accounts

[c24]

Is there any way to associate documents to specific Accounts? For ex. if I have forwarded a specific quotation to a particular customer, is it possible to save this document under that customer-account data?

TIA / c24

[sacramentojoe]

You can Create it as a Note with an attachment and then you can assign it to an account.

[c24]

Yeah figured that option out already.

Just thought it would be convenient and intuitive to find all documents saved in the system under "Documents", grouped and search/filter by company name.

Thanks

[sacramentojoe]

Well, if I were going to do it your way, I would add a variable and call it account_id. I'd add this variable to all of the necessary files & modules. (I can think of Accounts & Documents but not 100% sure )

I'd also create a table called accounts_documents and add the necessary relationship file.
It's basically how Accounts & Contacts are related except you're using the documents insteadl