Margriet's avatar
Margriet
Experienced User
9 months ago
Status:
Open

Adding pdf files direct from emails to cards and invoices

At the moment, file attachments to email messages cannot be added direct to cards and invoices. The only way is to drag them to desktop first. Can this be changed please, just like it is possible to drag files straight to in tray?

5 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    8 months ago
    Status changed:
    New
    to
    Open

    Hey Margriet

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 months ago
    Status changed:
    Open
    to
    On Hold

    We are changing this idea's status due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but will be prioritised for review if it receives more votes.

  • Margriet's avatar
    Margriet
    Experienced User
    2 months ago

    How about my other request regarding attachments to cards? At the moment there is no "flag" to indicate that there is a document added. It would be very helpful if that were changed.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 months ago
    Status changed:
    On Hold
    to
    Open

    We've opened this one again due to increasing interest! If this is still something you'd like to see included in future updates, make sure to click to vote!