Another inquiry/suggestion; I've tried to figure out how to attach documents from the document server to CRM companies/persons as well to projects without any success. I presume that it isn't possible? I can create and upload files but I would like to be able to connect documents that is already created. Is this possible today? If not, is this a feature that you could consider, since it would help us greatly. Or should we perhaps work in some other way? Do a pdf of the file that is supposed to be sent and upload that as a snapshot of the file sent?
How did you expect the possibility to attach files to a person/company/project to be used? Please elaborate.