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Thread: Linking a document to a contract

  1. #1
    TictaCNL is offline Junior Member
    Join Date
    Dec 2010
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    4

    Exclamation Linking a document to a contract

    Hey all,

    I am implementing SugarCRM for my company but i have a little problem. I want to link an uploaded document (contract pdf) to a contract that i added in SugarCRM. Is this possible?

    So i want that if someone views an account and checks the contract that they can request the contract pdf file.

    Kind Regards,

    Niels

  2. #2
    dtokeefe's Avatar
    dtokeefe is offline Sugar Community Member
    Join Date
    Mar 2005
    Location
    Sao Paulo, Brasil
    Posts
    671

    Default Re: Linking a document to a contract

    Create a Note related to the Account or Contact. Attach the file to the Note.
    David O'Keefe
    Lampada Global Services
    SugarCRM Gold Partner
    USA: +1 908 998-2278
    BR: +55 11 3237-3110
    Skype: dtokeefe
    Email: equipe@lampadaglobal.com
    www.lampadaglobal.com

    Lampada Global delivers enterprise software and offshore programming services to customers around the world.

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