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18.3

version

Documents

  • Documents may be grouped into categories – similar to placing files in folders, with only single level of hierarchy.

  • Documents are described by additional information: business name, description, creator and date of creation, date of last modification and category

  • Documents are versioned – after uploading new version there is still access to older ones.

  • All lists of entities that may contain documents, may be filtered by existence of attachments. Entities with documents attached are marked by icon.

  • Redesigned section of attachments is placed in:

    • activities

    • cases

    • requests

    • campaigns

    • campaigns templates

    • activity definitions

    • case definitions

    • contact book

    • products


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