When we are talking about managing our contacts, there are some information that could be readly available for access by the agents. Being able to attach documents and/or pictures to the contacts, would enhance the experience of our clients, because agents would have more tools to work with and would be less dependant of external storage.

anyone accessing our database would be able to see the history and documents used would be uploaded all in one place

I was wondering if there is a way or if we can add a file slot to add preapprovals for our contacts or maybe add other files that might relate to them.

It would be nice to be able to attach documents to the notes section of a contact prior to creating an opportunity.

I'd like to be able to add a profile picture to the contact. Also, to save a picture of their business card so I can throw the paper ones away. Maybe a document tab that is in their profile and not in opportunities.

It would be nice to be able to save documents acquired during ongoing conversations under the contact side. Also, the ability to add folders to save documents. Example: the past client has no desire to sell anytime soon, but you meet with them on a yearly basis and give them an "updated" CMA estimating the home's value at that time. It would be nice to save this on the contact side of command vs. making an opportunity each year and marking the opportunity as lost after the meeting.

I need to keep up with pictures that I take at properties while touring and be able to add them directly to the contact notes will help keep the organized.

Not sure if US has the same requirements but in South Africa we need to keep the FICA documentation of the contact. This is a certified copy of the persons identification document and proof of residence. But we would like to store much more of the contactr

Be able to upload a screenshot or photos as a reminder.
Example: When adding a new contact, under notes, upload a photo of their Sign In sheet from an Open House they attended

It would be so great if there were a way to attach docs, jpgs, pdf's, etc to contact cards. I am a pen and paper note taker, and I have a scanner that I use to uploan my notes. I would like to be able to link them to the contact card. Even if it is a linked file, like a dropbox link, that would be fine. But this would help keep EVERYTHING in one spot. I imagine it would be especially helpful to those who have those notepad notetakers as well. This is a function in Follow Up Boss that I am sad to leave now that I am coming over to Command.

I know I could add the link as a note, but just to have a separate file folder for docs is what I'm looking for.

I type some letters, or use handwritten cards to clients. And CMA's and text messages. I would like the ability to import a file (could be pdf) to show what I sent to them (so I remember) or a pdf even of a scanned card send to them on their timeline. I just finished a letter in word that I printed and delivering with other neighborhood info and the ability to simply import what I'm taking to them would be very helpful.

Other platforms allow to attach documents to the actual contacts in Command like we can to the agents on the MC side. I have a team who wants this feature because of referral agreements. This team generates a LOT of referrals and sometimes there are multiple referrals from one person throughout the year. They have to have a separate system to keep the referrals because they can't add them to the contacts in Command.

They do create the opportunity, but will need it again for new opportunities when the client buys or sells more than one house. It's already on the MC side of things so hopefully it wouldn't be that hard.

I would like to upload specific, non-transactional documents to a client's contact record.