GlennSparrow's avatar
Former Staff
8 years ago

Contacts: Attach/upload documents

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"

1 Comment

  • kestrel2's avatar
    Experienced Cover User

    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.