ATTACH DOCUMENTS/ PICTURES TO NOTES | Voters

ATTACH DOCUMENTS/ PICTURES TO NOTES

under review

Alban Musaerenge

I would like to have the ability to attach documents or photos to notes. A picture is worth a million words.

Alex Weidenbenner

Merged in a post:

Notes section being able to add attachments

Mason Lima

I have a helpful idea. When adding in notes I have a personal friend who bought a car from me, and we text back and forth on our personal cell but when I try to add the screenshots in to the Drive centric there isn't an attachment option on the notes to be able to add in pictures like that. I feel like there should be somewhere in the notes section to add in attachments.

Preston Close

Let em know

Nicholas Deckman

This addition would be most welcome. If you integrate the Snip tool like the below user stated that would really be a wild improvement!

Logan Murphy

YES PLEASE!!!

Deeray Bolding

Any update on when this can be done ?

I dont know if anyone mentioned but having the cnipping tool integrate would be amazing and the sole purpose of my want in this add on

Christian Reyes

YES PLEASE! This would be very helpful in many ways

Alex Weidenbenner

Merged in a post:

Attachment addition to the Notes Section

Derek Whipple

It would be very convenient for managers and all if it were made possible to add a documents or photo attachments button to the note section. It would be nice to be able to put conversations over there via copy and past from my personal phone without having to retype the entire conversation, or worrying about things, like including things like photos the customer has sent me via my personal phone. This way managers and staff are on the same page in case the customer has reached out to your cell rather than through DriveCentric and can check that conversation or document out.

Shawn Goebel

Merged in a post:

Ability to add picture in note

Mallory Echols **PLEASE DO NOT DELETE PE

Ability to add a picture in notes. Would be helpful for our leads that come in through social media ads so we could upload a picture of the ad for our reps to refer to.

Shawn Goebel

Merged in a post:

Add Images to Notes

Emily Campbell

Has anyone else wanted to be able to add photos to notes or is that just me?

Adam Check

Shawn I have used the Portal feature but I find it to be very limited. Uploads expiring after 30 days is a poor decision. In addition, it is not as helpful as having photos/documents in the activity feed with notes etc.

Shawn Goebel

Adam Check: Thank you for the additional information on this! That's correct, attachments do expire after 30 days however your dealership can opt for these attachments to remain longer! This is a security measure that we added to ensure that any Customer PII wouldn't live in the Portal forever. Similar to how we remove attachments sent by the Customer on the Customer Card!

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