Link a document with a CRM contact

Discussion of the "Documents" module

Link a document with a CRM contact

Postby marco » Tue Oct 28, 2014 10:18 pm

It would be a great feature the possibility to relate a document to one or more CRM contact
marco
 
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Re: Link a document with a CRM contact

Postby Alexander » Wed Nov 05, 2014 2:53 pm

Hello,
Thank you for your feedback and your suggestions!
We will definitely forward your suggestion to our development team for further consideration

If you have any more ideas on the improvement of ONLYOFFICE platform, you are always welcome to share them with us.
Any feedback you might want to provide will be useful for us. We invite you to post your idea on our feedback page:
http://feedback.onlyoffice.com/
Alexander
 
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Re: Link a document with a CRM contact

Postby eguex » Thu Nov 12, 2015 8:12 am

Hi,
Any news about this feature?
For me it is absolutely necessary and if I cannot get it, I will have to move on another CRM.
Thanks to let us know when you plan this feature to be ready
An alternative could be that the document loaded on a contact could be shared with other users, which is not the case for now.
Thanks in advance.
eguex
 
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Joined: Thu Nov 12, 2015 8:04 am

Re: Link a document with a CRM contact

Postby Kate » Mon Nov 23, 2015 11:11 am

Hello,

Using the current SaaS version of ONLYOFFICE you can upload a document to the Documents section of a CRM contact profile or create a new document.

Unfortunately, there is no opportunity to link some document already created on the portal with CRM contact.
We invite you to post this idea and your another suggestions on the improvement of ONLYOFFICE platform on the Feedback page within our cloud forum.
Kate
 
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Joined: Mon Feb 09, 2015 11:17 am


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