This is a grid listing The Documents grid provides a comprehensive list of all the documents that have been saved to within the currently open Contact. Along with the documents is the Additionally, it includes a detailed history of all the users that have opened the document to view it. In this grid you can change the name of the documentwho have accessed and viewed each document.
Within this grid, you have the ability to make various changes to the document information. You can modify the document name, change the document type, indicate whether the document is the current version, and, if you have possess the appropriate application rights, you can change adjust the Retention Date or . Furthermore, you can specify whether the document is Customer Viewable or not (using , utilizing the customer web portal)
With contacts, you want to be sure to only save documents that affect the contact, such as e-mails. Do not put notes or documents that would affect a specific project into these sections. Users will not be looking in the history of a contact for anything related to a project.
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By maintaining a clear distinction between project-related and contact-specific documents, you can keep your document management organized and streamline the retrieval of relevant information. This approach enables users to efficiently access and review contact-related documents while minimizing any confusion or clutter caused by project-specific materials.
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