You can store files in EBSuite either in a File Repository or associate the files directly with, say, an Opportunity. The new widget field allow you to capture and relate all the files you want, plus view the file list from either the Opportunity or the File Repository.
You can also upload multiple files at… Continue reading...
Sending an email to either a Contact, Organization, Case Contact or whomever, it is a great way to send relevant information to your varied relationships.
Building and using templates can facilitate the process of getting information into your emails, because the template can be designed to merge the specific fields of information into the… Continue reading...