I think it would be a great idea for the ability to attach a document to a contact in Essentials. For E.g. Terms of trade, account application form. In dept client portfolio.
"Attach Documents at Client or Invoice level"
I think it would be a great idea for the ability to attach a document to a contact in Essentials. For E.g. Terms of trade, account application form. In dept client portfolio.
"Attach Documents at Client or Invoice level"
We have to collect certain information and signature from contacts which is not covered under the current contact form. We wou;d like to be able to add this document to the contact via in tray.
Also would like to add documents to employee contact form.