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Document Creation - Record Type -Attributes

documents attributes

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#1 Attila

Attila

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Posted 27 February 2018 - 09:25 PM

Morning X2'ers 

 

In my opinion a "must have" option to be able to select  "attributes" from record types such as Accounts, Contacts Media and Custom modules when creating a Document as we currently have available when creating Emails, and to a lesser degree in quotes

 

We work with very standard agreements templates and it would be most helpful if one can populate contractual information from various forms  

 

 

See pics below to get the jest of what I mean 

 

 

Thanking you in advance as always 

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