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relatedlist for all documents of an account
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.


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relatedlist for all documents of an account - opto - 08-19-2015, 05:24 PM

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