View - Contacts - Contact Management
- Documents
The Documents tab gives an overview of all documents related to the contact. Documents can include letters, minutes from a meeting, contracts, faxes etc.
.From the documents tab you can create
new documents or edit values for existing ones. All documents you create
from this tab will also be available within the Document module.
.With the help of the Link
button, you are able to link documents to the contact.
By right-clicking a document within the list, you will be able to open, print, e-mail, fax or import the document.
Tip! If you create a merged document and try to delete it while a contacts is linked to the merged document, you will receive a warning saying that the document will be deleted for all contacts linked to it. This will give you the opportunity to cancel the action unless you actually want to delete the document for all linked contacts.
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