Pricing & Sign up
Join the community
Browse by Tags
Improved Document Management, Increased Data Storage and Slick SmartVault Integration
Document management has been a hidden gem in Method CRM since March 2010 . The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens. But what happened if you wanted to attach a document only to a lead or customer? Well....you...
Re: Real World File Repository Solution
I'm bringing this thread back to life, because my questions are essentially identical. I've already discovered the ability to upload documents to Cases. The thing is, I can only seem to find it in the Case tab. And when I go into customization, I can't find the appropriate table/screen that...
Page 1 of 1 (2 items)