Partner Zone

Share your ideas for improving MYOB Business/Essentials. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Contacts: Attach/upload documents

Former Staff

38Posts

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0Solutions

38 Posts
Former Staff
New Zealand
New
New

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
Experienced Cover User
42 Posts
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.