Documents

The Documents tab is seen below companies, contacts, projects, activities and campaigns.

Using this tab you will have easy access to all documents (Word, Excel, e-Mails or other files), linked to the active subject. Either directly or via inheritance. Inheritance will - as an example - see to that a letter created as part of an activity will be visible below that activity but also at the contact and company connected to the activity. And project if that is relevant.

This inheritance principle is very handy when you are to find documents. Remembering the document title, the location or the creation date can be very difficult. On the other hand you will often remember the recepient of the letter or the company. Or maybe the project.

The column Document Type is optional. Use it to group documents by category. Categories could be Meeting minutes, Contacts, Drawings. You decide.

Tech Notes

Document management in ChannelCRM requires all users to have access to one or more shared folders used for storing the actual document files. These folders are specified during installation and setup. It is your responsibility to ensure that users have sufficient access rights and also you will have to make sure that backups are created as needed.

It is possible to store documents in individual folders for each user. In real life though, doing so will eliminate the advantages of information sharing that the CRM system is supposed to give you.

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