I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place.
'In tray for Sales?"
There is a way to attach Sales documents, but it's clumsy and a pain.
The ability to add Sales docs in the Desktop version is unlikely to be added as this feature is available in the appalling web version, so it's a trade off if you use and prefer the much better by far functionality of the Desktop version.
So, at the end of your Desktop session > Open in web browser > Sales > Invoices (Order/Quote) > Open Sales doc > Scroll down and attach document
The documents can only be accessed via the online version, so switching between Desktop and online is a pill, and be warned, if you've never used Essentials or the web browser version before, it is truly agricultural, woeful to navigate and use, nothing like Desktop version at all.
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