Where are my emails and docs?

donaldNew Member

Hi,
If I start a Word document or email with info from a contact, I expect that the document or email will be linked or stored in the contacts "documents" tab, but I'm not seeing anything. How do I turn this on?

Thanks!

Donald Newlands

6/21/027:57 AM

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Original Post

crm3000ltdNew Member

Save the Word Document, then link the document using the middle button of the Maximizer toolbar in Word.

7/8/0210:55 PM

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