Attachment to note
M
Marisa Thompson
We should be able to import an attachment or picture to a note, build sheet for orders etc
Shelby Parker
Thanks for sharing this, Marisa Thompson — totally see how being able to add photos/files to notes or build sheets would make things a lot smoother. To make sure we’re scoping it the right way, could you clarify a couple things: when are you most often trying to attach something (customer notes vs. order/build sheets vs. somewhere else), and which one matters most? What’s the main day-to-day problem you’re trying to solve with attachments (proof photos, signed docs, keeping order details together, etc.)? And once an attachment is added, who should be able to see it — just the uploader, the whole team, or certain roles?