Store a letter or and pdf-document under a contact

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  • AVANA
    Junior Member
    • Feb 2019
    • 8

    Store a letter or and pdf-document under a contact

    Under my contacts I see all the mails with a customer.
    But how could I store a letter (word-document or pdf-file) that I wrote to the customer or that I had received from a customer?
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello,
    As far as I know, such a possibility is not implemented.

    Comment

    • AVANA
      Junior Member
      • Feb 2019
      • 8

      #3
      Do you see a chance that this will be implemented someday?
      it is important for every crm user I think.

      Comment

      • akafester
        Member
        • Mar 2018
        • 32

        #4
        You could create a field under contacts (or account) that allows you to upload that kind of stuff.
        Or create a relation with documents so that the contact (or account) is linked.

        Comment

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