i added a dynamic dropdown list to the documents module. My problem is, that in the document search window every subfolder is “unspecified” since i dont use the default “subcategory” field. This makes adding documents to specific accounts a little annoying.
Is there a way to either
- make the subfolder name dependent on my custom subcategory field.
- convert the default subcategory dropdown to a dynamic dropdown.
Whichever is easier
Pretty new to this CRM business. But I’m very happy with Suite. Thanks for all your great work.