Button for Generating Documents from Records
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Saul Coronado
I would love to see a feature in the Document Designer module that allows us to generate documents directly from the desired record. Currently, we have to navigate to the Document Designer module and then select the record, but it would be more efficient if we could create the document directly from the record itself.
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Rob Tilley
That's a yes from me. Sounds like many of the comments are asking for document management tasks (copying templates, making documents in designer). Most consulting firms are heavily document focused.
Richard Åkerblad
Xing my fingers that that's planed. It's still in alpha.
I would also like to be able to view, and select which record, in a dashboard widget.