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Product Ideas

information on contacts

38Posts

37Kudos

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38 Posts
Partner
Australia
New
New

Requesting that we can attach files/forms to contact cards. This would include a certificate of currency,

driver's licence, qualification renewals and a lot more, everything in one place. Also, with this, if a renewal is required, we can put in a date, e.g. when a driver's licence expires, we are notified that it is due to expire.

 

Attaching documents to cards was first asked for in 2015. 

1 Comment
Genreve_S
MYOB Moderator
2,908 Posts
MYOB Moderator

Hi @colleenWatson,

 

Thanks for posting this suggestion on the Ideas board. 

 

I understand how saving documents from the cards can help keep track of documents. Rest assured; this will give this idea more visibility for the development team. 

 

Feel free to post again in the forum if you require any other help. 

 

Thanks,
Genreve