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Hi All,
I don't know if I am missing something but I am looking for a way to filter the docuemnts that are displayed in the Accounts - Documents tab. Primarly I just want to be able to do a simple select by category. That way if I want to see all invoices, or all network doc's, or all.... you get the idea. I've only been using CommitCRM for a couple of months and already it's pretty hard to find a specific document for some of my clients. Thanks for any ideas. |
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Hi,
Thanks for sending this in. The only way to filter the documents list by specific categories is from the Documents screen. You can set the filters to only display documents of a certain type and filed under a certain account. Alternatively, you can sort the documents tab in the accounts screen by document category, so that your invoices would be grouped and therefore easier to locate. Let us know if this helps. Regards, Sherry |
