Easily manage pricing-related documentation with a dedicated Documents tab on any Pricing record. In addition, documents can now be directly linked back to their associated Pricing record from the Documents data entry screen, improving visibility and document management.
What's New?
- Documents Tab on any Pricing Records – A new Documents tab has been added to the Pricing record, allowing users to:
- View all documents associated with a Pricing record in one location.
- Attach and manage supporting files without leaving the Pricing record.
- Linked Pricing Field on Documents – The Documents data entry screen now includes a Linked Pricing field, enabling users to:
- Associate a document directly with a specific Pricing record.
- Easily identify the related Pricing record from within the document.
Why This Matters?
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Centralized Document Management – Keep all pricing-related documents organized and accessible directly from the Pricing record.
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Improved Traceability – The new Linked Pricing relationship makes it easy to identify which Pricing record a document belongs to, improving record visibility and organization.
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More Efficient Workflows – Users can quickly access supporting documentation while reviewing or maintaining pricing information, reducing the need to search across different areas of the system.
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Better Record Organization – By connecting documents and Pricing records in both directions, Results provides a more complete and intuitive way to manage pricing documentation.