Act! Attachments Defaults
Attach Files to
The Attach Files to as linked document setting lets you choose if you would like the document attachments from QuoteWerks to be linked to the contact or the opportunity in Act!.
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<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > ACT! Integration > Setting up the ACT! Integration > Act! Attachments Setup |
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Act! Attachments Defaults
Attach Files to
The Attach Files to as linked document setting lets you choose if you would like the document attachments from QuoteWerks to be linked to the contact or the opportunity in Act!.