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Former Member
Nov 15, 2017 at 10:18 AM

Change storrage location for all CRM attachments to Archive Link

100 Views Last edit Jul 18, 2019 at 01:03 PM 2 rev

in e.g. quotations we want to have all the attachments saved as standard only in ArchiveLink.

Today uploading an attachment on the main screen of quotations adds this file as shown in the screenshot:

Going onto next screen with details of attachments, you can see where the documents should be added. The differentiation between all document types is not necessary.

How do we get all the attachments from both ways of uploading into Archive Link?


mdmzh.jpeg (37.3 kB)
ctykc.jpeg (24.2 kB)