Sub Menu

[JaqueM2]

I would like to configure my crm for the sub menu of documents stay connected to the accounts, is it possible? How should I proceed?

[davidboris]

Hi,

Please clarify your needs for better help.

[JaqueM2]

For example, when accessing an Account, I have linked below sub menus as Opportunities, Activities, History, Contacts ... I would also have the tab for Documents relating to this Account, just as I have other titles.
Today my CRM has a tab for Documents in general, all documents of all accounts mixed together like that these documents would be linked to the Accounts.
I am a new user, thanks for the help.

[robertbmirth]

You should be able to make a custom relationship between documents and accounts in studio and then Sugar should handle all the magic for you.

[JaqueM2]

Maravilha! Obrigada, a mágica aconteceu!

[JaqueM2]

Sorry....I forgot...I wrote in portuguese...
Wonderful! Thank you, the magic happened!