AnsweredAssumed Answered

How to restrict documents to specific accounts?

Question asked by Dale Thomas on Nov 12, 2014
Latest reply on Nov 12, 2014 by Dale Thomas
Ver: Sugar 6.5 CE

Is it possible to have documents relating to specific accounts?  

For example, I am insurance and if I get a claim or fax from a client I would like to add it to their Account record or Contact record.  I don't want the claim or fax to be available as a generic document.  

Is that scenario possible in Sugar? 

I have looked around and am not seeing what I am looking for.  

Outcomes