I am just testing out SugarCRM.

My ideal solution is to link documents to opportunities. I have played with adding them as notes in the history and under the contract section. It would be nice if SugarCRM handled documents directly under opportunities, however these methods work.

My issue is how can I attach these documents to emails? When I compose an email it takes me to the Documents but it does not show the Opportunity linking. And the searching can only be done by categories. Is there a way to search for documents linked to an Opportunity to attach to emails?