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.
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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