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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...
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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...
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