CRM Documents

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Revision as of 10:36, 15 June 2021 by Sagecrmw (talk | contribs)

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The "Shared Documents" dialog will allow users to search for any global documents and attach them to the email or appointment.

This appears in the email compose window and appointment compose windows.

Documents can be filtered

Documents can be previewed by clicking the paperclip icon

The document is downloaded and can be opened from the bottom of the document

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