As a team leader, I would love to be able to upload files that contain the notes I take from my meetings with the agents, such as the ALC Candidate Consultation Interviews, or Top 20% consultations or when creating their Economic Models for the year. It would be really nice to be able to update those files into their associate profile/account. Currently the Appointment Tab allows us to upload files, yet it messes up the appointment count with for the MC with the region. I would like the upload files feature to be made available under other tabs like the "Log Activity" tab, maybe under "meeting" or something like that.
As a team leader, I would love to be able to upload files that contain the notes I take from my meetings with the agents, such as the ALC Candidate Consultation Interviews, or Top 20% consultations or when creating their Economic Models for the year. It would be really nice to be able to update those files into their associate profile/account. Currently the Appointment Tab allows us to upload files, yet it messes up the appointment count with for the MC with the region. I would like the upload files feature to be made available under other tabs like the "Log Activity" tab, maybe under "meeting" or something like that.