You can assign documents to different categories to allow for easy sorting. This is handy if you have a large number of documents for a particular client or Opportunity.
Assigning documents to a category
- Open an Opportunity and People record in the CRM tab.
- Select Attachments from the left hand panel.
- Category tick boxes will display above the list of attachments. Tick a check box to display the documents in this category.
- Double click on the attachment you want to assign to a category.
- Tick the appropriate category check box. Click Save.
Customising the categories
- You need Admin level access to customise the checkboxes.
- In the Admin tab, select CRM Settings in the left hand panel.
- Click List Editor
- Select Document Contents from the list.
- Click the green plus symbol
- Add a new category check box.
- Click OK.