08-19-2015, 05:24 PM
This is an feature request / not sure where to put that. I once did this myself for vt 5.3 but obviously, it does not work any longer.
What can be of interest is, in organisations, a document relatedlist that covers all documents related to a company.
So it would combine related documents from quotes, sales orders, invoices, contacts etc. (all only if related to this organisation) in one listing.
That helps to find things: did he store the tender documents under the quote or the sales order?
Is the packing list in sales order or invoice? etc.
Klaus
What can be of interest is, in organisations, a document relatedlist that covers all documents related to a company.
So it would combine related documents from quotes, sales orders, invoices, contacts etc. (all only if related to this organisation) in one listing.
That helps to find things: did he store the tender documents under the quote or the sales order?
Is the packing list in sales order or invoice? etc.
Klaus