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Product Ideas

Contact Log: Add attachment

Contributing Cover User

17Posts

214Kudos

0Solutions

17 Posts
Contributing Cover User
Australia

Just used the Cards attachment feature in the Accountright 2018.4 version. Simple in design but needs enhancement.  Would prefer to be able to attach the document to either a contact log entry, add view option (image or list) with renaming convention as per normal cloud filing or suggest another tab like the contact log is created within the customer card to allow naming of each document. If you have several images similar looking you currently need to click on each one to find the one you need. 

 

"Cards Attachment Feature needs enhancement"

Current Status: Open
Last Changed: December 2018

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages

1 Comment
Steven_M
45,180 Posts
Former Staff

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages