Discussions
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Document File roll-up
An idea has been floating around in my mind for a while about documents in the system. One of he biggest complaints I get from users from all of our departments - Professional Services, Support, Sales, Accounting, etc. is that it is nigh impossible to track documents effectively across the life cycle of a customer and their numerous child records.
I would like to have the ability for a sales person to add a doc to an opp, and a ps consultant to add another do to a work order and a support rep to add another one to a case and for all of these people to see these docs, regardless of where they reside in the file cabinet, represented on the customer record. That way we could standardize on a folder scheme per department, set it and forget it and just look for docs on the parent record.