Hello everyone,
I'm having a bit of trouble with attaching documents to records, specifically in the 'Accounts' module (which displays as 'Stores' in our CRM). When I select a record in the 'Accounts' module, I do not have an option to attach a document to the record. I am able to attach documents in the 'Leads,' 'Potentials,' and 'Contacts' modules without issue, but not in 'Accounts.' Is this intentional, or is feature associated with a specific version? Any help is appreciated.