ATTACH DOCUMENTS/ PICTURES TO NOTES
under review
A
Alban Musaerenge
I would like to have the ability to attach documents or photos to notes. A picture is worth a million words.
Shawn Goebel
Merged in a post:
Ability to add picture in note
M
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
E
Emily Campbell
Has anyone else wanted to be able to add photos to notes or is that just me?
A
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!
Shawn Goebel
under review
N
Nick Fowler
Shawn Goebel Also the portal you have to click on - where in notes other people on the team will be able to see things clearly in the activity conversations - there are so many instances where this will clarify what is going on with our customers.
Shawn Goebel
Alban Musaerenge Thank you for the feature request! We did release a feature called Portal that I believe accomplishes what you're looking for here. You can add Photos and Attachments to a Customer securely to the Portal from the Customer Card. Have you had a change to use that feature yet? Thank you!
N
Nick Fowler
Shawn Goebel the Customer Portal notifies the customer and then they have access to it correct? That would not accomplish what a lot of us are asking for :)
Shawn Goebel
Nick Fowler: No sir! When you add something to the Portal, that is not customer facing. When a customer adds something, you have visibility. I hope that helps!
Shawn Goebel
Merged in a post:
Ability to add attachments in “Notes”
N
Nick Fowler
Having the ability to upload photos, docs, etc. into the Notes section would be extremely useful.
Shelby Parker
Hello Nick Fowler! I have a few more questions for you:
- What types of files (e.g., photos, documents) do you anticipate needing to attach most frequently in the Notes section?
- How do you envision using these attachments in your workflow?
- Are there any specific file size limits or formats that would be important for your use case?
C
Caressa Bastian
100% would make life easier! Make drivecentric GREAT AGAIN :)
M
Matt Molinari
Ability to add photos/screenshots to notes in customer profiles
Michele McCoy
Merged in a post:
Ability to add attachments to notes
A
Adam Check
We are needing the ability to add attachments (photos, PDFs) to notes on the customer record.
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