Hi, I want to show all the documents from the opportunities in my documents. Can I please set it up somewhere?
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I want to show all the documents from the opportunities in my documents
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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.
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Originally posted by espcrm View PostYes. 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.
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