Documents

The “Documents” folder allows you to search for documents regardless of their use. An offer document, for example, can be stored at the address, the offer, the shopping cart or possibly the contact person.

In SalesManager, documents are simply “external” files from other applications that are integrated into the SalesManager data. The documents must be integrated into SalesManager - not linked - if data exchange with other decentralized PCs is required (data replication).

Examples of documents are :

Text documents, i.e. any correspondence
Scanned documents or received faxes as an image file
technical drawings
Microsoft Excel tables
Emails

Documents are not assigned directly to a report or a shopping cart, but indirectly via its reference, e.g. via the contact. Documents are stored and edited in the “Documents” folder.