Document Plus Multiple accounts

Document Plus Multiple Accounts

Document Plus Multiple accounts

Link Multiple accounts to one document

 In standard ESE you can link one account to one document.

The add-on Document Plus Multiple accounts provides the feature to link one single document to multiple accounts (in bulk).

All linked documents can be found in the account card.

Document search enhanced to display documents based on the multiple account link.

Product Description

General Information

  • Implementation: 0.5 day
  • Maintenance plan available: Yes
  • User manual available: Yes
  • ‘Enabling add-on solution’ Role needed: Yes
  • Price: POA
  • Available for resale: Yes
  • Developed by: GLM Systems

Related Products

Exact Product Line

  • Exact Synergy Enterprise

Development Platform

  • C#.Net
  • C#.NET
  • SQL

Modules

  • Documents
  • CRM