adding attachements to contacts or opportunities
Hello,
In ACT! Essentials is it possible to add an attachment to a contact or opportunity? For example if a customer signs a contract (pdf) can I save that contract under the contact or opportunity?
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Hi Carlos,
Thank you for contacting Act! Essentials Support.
Unfortunately there is no functionality at present which allows you to attach a document to a contact/opportunity. I'll be more than happy to put this forward as a feature request for you.
Alternatively, Act! pro offers the functionality to attach documents to records. You can find information on Act! Pro here: https://www.act.com/en-uk/pricing
Kind regards,
Dan
Act! Essentials Team -
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