upload attachments linked to customers

[thcobl]

Hi,

Im new on the forum, and i search for my problemen and didn't find any so here's the question.

Our company is testing with the Sugar Open Source version.

Now my users are asking if its possible to upload doc/pdf files and link them to the customers in sugar.

I did see the "Documents Module" but there i can't attach file to the customer, here i can only assign
the files to a categorie and sub categorie.

Is the option available in other versions of sugar.

[crmsiva]

Hi

I assume you are using accounts as customers. In accounts detail view, you can find History subpanel. Click "Create Note & Attachment" button. You can attach files there

[thcobl]

Hi,

Thank you, thats what i was looking for.
Bit strange it is in history.
but THANX !!! you made my users happy.

this one can be closes.

[shamimwilson]

hi
You can create relationship between accounts and documents from studio.

this may help you