Allow attachments to be "moved" from communication / email to an individual or company
Currently, I get a lot of documents from individuals or companies. They are attached to emails, which I then forward into BatchBook, where contacts then get created.
I would much rather have the attachments attached directly to the individual or company rather than the email communication (or both).
Please add a feature that lets me move or attach attachments to individual or company contacts.
I would much rather have the attachments attached directly to the individual or company rather than the email communication (or both).
Please add a feature that lets me move or attach attachments to individual or company contacts.
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Inappropriate?Hello Boris. Thanks for writing in!
I've been thinking a bit about this lately... a central spot for all your attachments (so you can view/edit/delete/export in one place). Your idea got me thinking... we could also have an editable "Attached To" area where you can change what contacts or communications the attachment is attached to. Would this do the trick for you?
Thanks!
I’m smiling
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Yes, exactly. The central idea is nice, but I have other ways of sharing files. Files that I *do* have in BB, I'd like to be right next to contacts, often multiple, so the "Attached To" would be great.
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