Associating Documents with Accounts

Is it possible to associate a document with an account much like it used to be possible with 'Notes'?
I see that I can do this through Accounts > More Information > Add document, but I would like to do this from Tools > Documents > New

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  • 38 Comments sorted by Votes Date Added
  • i would suggest to do the following:
    - create the document
    - open the account to which the document relates
    - klick on select document and you are done

    much quicker is it if you work with browser tabs. on tab includes the documents and one your account.
  • a better way to do it is through related lists

    here is the file to do just that

    <!-- m --><a class="postlink" href="http://forums.vtiger.com/download.php?id=3112">http://forums.vtiger.com/download.php?id=3112</a><!-- m -->

    i found it very useful
  • hi ig1!
    thanks for the tip.

    which directory should i put the file?
    how do make the association afterwards ?




    thanks
    crm99
  • put it in the root directory and run it

    eg

    <!-- m --><a class="postlink" href="http://vtigerserver/addrelatedtodocumentsfield.php">http://vtigerserver/addrelatedtodocumentsfield.php</a><!-- m -->

    and then that will add the required fields

    the rest is self explainitory as it will add another field called related
  • thanks for your answer and ideas

    when i'm running it on from a firefox/ linux server
    it opens it as a text file.
    any idea how to make it run as a script ?
    is it possible to add it to another script ( which?) that the system runs anyway?


    thanks again
  • hi,

    the php file should be placed in your root vtiger install folder. run from your browser accessing the url to the php script
    <!-- m --><a class="postlink" href="http://">http://</a><!-- m --><hostname>/<vtigerinstallpath>/addrelatedtodocumentsfield.php

    when files with .php extensions are opend as a textfile in your browser and not run you have to set mime types in apache server. but this is not the case for sure. if this is you could not even browser your vtiger application.

    neppoz
  • thanks for your answer

    i locate the file and i manually associate it with php application
    located /home/vtigercrm5/php
    and i opened the file from the firefox browser on the linux server.

    but ,i see no added field in documents detail view ( related to ?)

    any idea what went wrong?



    thanks
  • well . i managed to install the file.

    i associate the file with php , and in the server browser i gave the address <!-- m --><a class="postlink" href="http://">http://</a><!-- m --><hostname>/<vtigerinstallpath>/addrelatedtodocumentsfield.php


    it worked.

    in documents module , detail view there is a new field ( related to).
    you choose where to link the document ( account, contact,leads) and then press plus button to select the proper person.

    the only problem is that this link is not shown in accounts , contacts... and vice versa. .

    so if you are looking at a customer , you cant see the link which done by the "related to" new field.
    ( or at least i cant see it )
  • mine was there?

    did you look under the documents section on that account \ contact
  • hi lg1!

    i could not see it and i tested it few times. also when i added cocuments from account screen , i could not see "related to" in documents screen.

    did you see the link both directions ?

    if it works both ways, it will be great.
    any idea what is missing ?

    thanks
    crm99
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