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Add Documents to Historical Summary

Question asked by Philippa Grover on Sep 13, 2016

Is it possible to add the standard, out-of-the-box Documents module to the Historical Summary list? Currently, Sugar displays the related calls, meetings, tasks, etc... but not documents. 

 

Can you customise the Historical Summary anywhere?

We're using 7.7.1.1, Enterprise edition, deployed on premise.

 

Many thanks!

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