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by SugarCRM

Securely sign and manage documents online from any device with the most widely used e-signature solution. DocuSign® for Sugar 7 helps sales users close business completely, and quickly, in the cloud.

#886 - Contacts documents don't roll up to account

In Progress Feature created by BrainSell Verified Purchase 11 years ago
If you send a document to a contact, the document should roll up to the account view. or it looks like there are no documents attached to the account. It would create a more holistic picture if you could roll them all up to the account dashlet, or put them in a sub panel. Sonja
  1. sugarcrmisv member avatar

    SugarCRM Provider

    11 years ago

    Adding this to our bug backlog. Thanks!

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