Maree_C's avatar
Maree_C
Contributing Cover User
6 years ago
Status:
Open

Contact Log: Add attachment

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"