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

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  • sumservis
    Member
    • Sep 2019
    • 56

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


    Hi, I want to show all the documents from the opportunities in my documents. Can I please set it up somewhere?
  • sumservis
    Member
    • Sep 2019
    • 56

    #2
    sorry... all Attachment!

    Comment

    • esforim
      Active Community Member
      • Jan 2020
      • 2204

      #3
      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.

      Comment

      • sumservis
        Member
        • Sep 2019
        • 56

        #4
        Originally posted by 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.
        Hi, thank you for your reply. Then I wrote that these are not documents, but attachments.

        Comment

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