How to relate a contact with documents

[andreu22]

Hi, I need some help, I need to relate a contact with a choice a selectable types of works, and this works a due in some time to come, so I should get an alarm (e-mail). Could anyone guide my or explain how to do it?

[kbrill]

Sorry, not enough info there to help, what are 'works'? when would they be due? The due date thing might have to be custom coded.

[andreu22]

Sorry, not enough info there to help, what are 'works'? when would they be due? The due date thing might have to be custom coded.

Hi Kbrill,

I develop my question: We are an engineering office and ours "works" are diferents types of documents, reports, etc. So we need to file each work (description and the real item attached as a pdf or doc document) to every customer/contact. And since almost every work has got an expiration date, we need to add this date to each work.

So, its sums up to relate customers/contacts with some diferent type of works with the attached document and with a date of alarm when it reaches the expiretion time.

We know there is a module builder to do some customizing, but we aren't familiar with that.
Any help will be really wellcome.
Thank you.

[kbrill]

You should be able to just go into Studio (on the Admin menu) and add a relationship between your module and documents from there. The same functionality is in the modulebuilder so you could do it from there too. As for the dates I am afraid that would have to be added as custom code by someone who can program in PHP.

[andreu22]

Hi,

I really apreciate your reply.
I have thoght awhile about what you saig, and I have got the conclusion you were right, some coding would needed. So I will look to some local devolopers that me help me or else recommend me another crm.
Thanks!!