CRM Documents: Difference between revisions
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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. | The "Shared Documents" dialog will allow users to search for any global documents and attach them to the email or appointment. | ||
[[File:newshareddocs1.jpg]] | |||
This appears in the email compose window and appointment compose windows. | This appears in the email compose window and appointment compose windows. | ||
[[File:newshareddocs2.jpg]] | |||
Documents can be filtered | |||
[[File:newshareddocs3.jpg]] | |||
Documents can be previewed by clicking the paperclip icon | |||
[[File:newshareddocs4.jpg]] | |||
Revision as of 12:35, 15 June 2021
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
