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

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  • sumservis
    replied
    Originally posted by espcrm View Post
    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.

    Leave a comment:


  • espcrm
    replied
    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.

    Leave a comment:


  • sumservis
    replied
    sorry... all Attachment!

    Leave a comment:


  • 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?
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