Hi!
Lately I have been working on creating a new dokument structure for accounts, so that documents can be grouped by cases, not just all documents for an account.
Just in case of multiple contracts with a client.
So far so good, the new entity allows this pretty well.
However I have encountered a problem with our different departments.
Every department has their own Sharepoint site, and all these have been added to CRM as available Sharepoint sites.
The problem is, when you access documents on an account with no previous documents there is an automated dialog for creating a new folder. This folder would be created in the site currently set as standard. Whichever site or department that currently is.
While this dialog can be closed and ignored, the automatic generation would be very useful for simplify the user experience with documents.
Unfortunately I cannot seem to find the settings for this dialog, or for that matter I am also having some trouble with assigning standard site as well.
If possible I would prefer it so, that CRM recognizes the user based on team and diverts the automatic generation to the correct site, if not, disabling the dialog completely would be preferred to avoid confusion.
Anyone that know their way around this subject that can help?
- MrLorgy