Linking Documents between the Address Book and Opportunities
Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.
35
votes
Connie
shared this idea
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Tim commented
Either link the docs or alternatively cut or copy docs from one module and paste them to another module? Very frustrating when someone has sent an e-mail from Address Book instead of the actual Opportunity and it can't be moved.
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Anonymous commented
I fully agree