Having the ability to upload documents to a contact would be so helpful. There are documents I want to have access to before an opportunity is needed...lead sheets, "getting to know you" type sheets, CMAs, screen shots from text messages, etc. Am currently having to store these in a folder on computer or in an email folder. It's not seamless and it becomes difficult to reference these documents at a quick glance when having to search outside of Command Contacts.
Lisa Sullivan
supported this idea
·
Having the ability to upload documents to a contact would be so helpful. There are documents I want to have access to before an opportunity is needed...lead sheets, "getting to know you" type sheets, CMAs, screen shots from text messages, etc. Am currently having to store these in a folder on computer or in an email folder. It's not seamless and it becomes difficult to reference these documents at a quick glance when having to search outside of Command Contacts.