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Rollup documents to Account level from child...Expand / Collapse
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Posted 6/2/2008 6:03:12 AMPost #2051
 

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I have setup SharePoint Integration to add a Document Workspace site for Accounts and also for Contacts & Opportunities.

Would it be possible to show a rollup/explore a list of all documents linked to any entity parented by an Account? So users could link docs to Contacts/Opportunities/etc and they could all be seen/browsed to from the Account document site?

Any thoughts welcome!  Thanks, Claire.

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