I want to show all the documents from the opportunities in my documents

[sumservis]

Hi, I want to show all the documents from the opportunities in my documents. Can I please set it up somewhere?

[sumservis]

sorry... all Attachment!

[espcrm]

Yes. Based on memories (if you have trouble I can post more)

First go into Adminstration panel.
Then Entity Editor(?)
Then Relationship under either Opportunities or Documents
Add Relationship between the two.
Go back to Administration > Layout Manager
Go to Opportunities
Go to Relationship
Drag the disable panel to enable.

Done. Use "link multiple" in this step: Then Relationship under either Opportunities or Documents
if you want it to link in a similar way like you link Contact/Accounts instead of just using Relationship panel.

[sumservis]

Yes. Based on memories (if you have trouble I can post more)

First go into Adminstration panel.
Then Entity Editor(?)
Then Relationship under either Opportunities or Documents
Add Relationship between the two.
Go back to Administration > Layout Manager
Go to Opportunities
Go to Relationship
Drag the disable panel to enable.

Done. Use "link multiple" in this step: Then Relationship under either Opportunities or Documents
if you want it to link in a similar way like you link Contact/Accounts instead of just using Relationship panel.

Hi, thank you for your reply. Then I wrote that these are not documents, but attachments.