Add files and attachments to Portal on the Mobile App
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ROBERT HUDSON
I would like to be able to add any stips from the mobile app. ex... poi, por, insurance cards, dl.
Michele McCoy
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We're excited to report that you can now upload documents to Portal straight from the mobile app!
Shawn Goebel
Merged in a post:
Portal - Manage Attachments on Mobile
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Andrew Williams
The option to scan and store important documents for the deal on the crm from the sales side: signed work sheets, POR, POI, etc.
Shawn Goebel
Merged in a post:
Portal link option
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Derik Alcaraz
I would like for portal from the app to be able to take pictures and also add documents from phone
Shelby Parker
Hey Derik Alcaraz, thanks for your feedback! I have a few more questions for you:
- What specific types of documents would you like to be able to add from your phone?
- Are there any specific features or functionalities you expect when taking pictures through the portal?
- How frequently do you anticipate using the photo and document upload features in the app?
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Derik Alcaraz
Shelby Parker I'm looking at being able to photo an insurance card or add an attachment picture of say a snapshot sent from customer of their insurance with the current trend of customers not having their insurance card other than through an app. makes things a bit more difficult. Plus, we also take pictures of the front and back of Drivers licenses to be printed out. not just scanning for their information. We do this for every customer who comes in before a test drive.
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Angelo Silva
Ability to add a Carfax, window sticker and other files from the mobile app. A lot of time is spent on our phones, and having that ability will make it more streamlined to forward info to clients.
Shawn Goebel
Merged in a post:
Mobile - Send Attachments Other than Images
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Daryl DoCarmo
I'd like to be able to send attachments and downloaded pdf's from my cell phone when a desktop isn't available. Right now it only allows me to send a picture I need to take through the app. I am unable to attach screen shots or files etc.
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Wade Days
Having the ability to attach pics, notes, documents and screen shots from iphone into DriveCentric would be amazing. Not only just to clients but also to attach notes, tag managers with pictures/docs etc.
Shelby Parker
Hey Daryl DoCarmo, thanks for your feedback! I have a few more questions for you:
- Can you specify the types of files you most frequently need to attach from your phone?
- Are there specific situations where you find the need to send attachments from your phone rather than a desktop?
- Do you often need to send multiple attachments at once from your phone?
Michele McCoy
Andrew Williams, Good news! This is current functionality of Portal on desktop. You can add attachments in Portal from the desktop.
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Andrew Williams
Michele McCoy we are seeking a mobile option.
Michele McCoy
Andrew Williams Understood. Thank you for the feedback.
Shelby Parker
Hey Andrew Williams, thanks for your feedback! I have a few more questions for you:
- Could you please specify the types of documents you would like to scan and store?
- What is the current process for storing these documents and how do you envision it being improved with this feature?
- Would you like this feature to be accessible to all users or only certain roles within the sales team?
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Andrew Williams
Shelby Parker we desire to scan POI, POR, insurance cards directly through the mobile app. Accessible to Sales managers.
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