STIPS/Documents
under review
J
John Henry
It would be helpful if there is a way for the employees to take photos of customers STIP/Documents and store them in the customer cards. Right now the only way to get them is sending the link to the customer. At least I don't know another way. Maybe even a way to store them into categories, internal docs, bank docs, dmv docs etc. Make them easy to pull out for CUDL, Dealertrack or RouteOne.
Michele McCoy
under review
John Henry, Portal is available on the mobile app. You can take take and upload pictures from you mobile device. Does this solve for what you're trying to accomplish?