Link a document with a CRM contact

Discussion of the "Documents" module
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marco
Posts: 4
Joined: Tue Oct 28, 2014 10:07 pm

Link a document with a CRM contact

Post by 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

Alexander
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am

Re: Link a document with a CRM contact

Post by 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/

eguex
Posts: 2
Joined: Thu Nov 12, 2015 8:04 am

Re: Link a document with a CRM contact

Post by 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.

Kate
Posts: 179
Joined: Mon Feb 09, 2015 11:17 am

Re: Link a document with a CRM contact

Post by 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.

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