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To-Do attachments - Can i change my default document?
nav_student
Member Posts: 175
Hi guys,
Example:
I have a Word document, as a basic template, with a title and a table empty (only with the columns title).
I already configure this word document as the attachment for the To-Dos.
Now the salesperson want to create a To-Do, also will change the basic template of this To-Do with some specifics details for a customer.
Question: During the creation of this new To-Do can we change the basic template of this attachment? I try to change during the creation of the To-Do (clicking Yes on the To-Do and nothing changes).
Thanks in advance for your help.
Example:
I have a Word document, as a basic template, with a title and a table empty (only with the columns title).
I already configure this word document as the attachment for the To-Dos.
Now the salesperson want to create a To-Do, also will change the basic template of this To-Do with some specifics details for a customer.
Question: During the creation of this new To-Do can we change the basic template of this attachment? I try to change during the creation of the To-Do (clicking Yes on the To-Do and nothing changes).
Thanks in advance for your help.
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