Hi,
I am using DocMerge against a custom module and have added a relationship to the Documents module.
Should DocMerge be able to relate documents to custom modules?
Ta,
Ross
Hi,
I am using DocMerge against a custom module and have added a relationship to the Documents module.
Should DocMerge be able to relate documents to custom modules?
Ta,
Ross
Hi Ross Page
Yes indeed. We've successfully implemented DocMerge on a custom module. There was a permission issue on Sugar Cloud but that was fixed a few weeks ago.
Best regards,
Damien Pochon
CRM & Digital consultant @ ITS4U Group
Hi Damien,
Thanks for your response. Does the generated document relate back to the custom modules record? for example, i have a custom 'Invoices' module and have added a relationship to Documents, when I run a DocMerge in an 'Invoice' record, the generated document doesn't relate back to the 'Invoice' record.
Ta,
Ross
Hi Damien,
Thanks for your response. Does the generated document relate back to the custom modules record? for example, i have a custom 'Invoices' module and have added a relationship to Documents, when I run a DocMerge in an 'Invoice' record, the generated document doesn't relate back to the 'Invoice' record.
Ta,
Ross