Allow Document Uploads to Notes Section
planned
K
Kaylee Smith
The notes section for contacts is very limited to just texts. It would be easier to allow document uploads to contact notes. As well as the ability to upload photos
Log In
P
Pallavi Kothari
planned
J
Jay Martin
Pallavi Kothari Can we please just merge internal comments and Notes, building them out seperately is just duplicating GHLS workload. Just have the UI so you can have Notes, tasks, activity, all sortable and be able to filter it in the main center piece like hubspot can. This way notes/internal comments can tag people and notify them, will be able to upload documents to in the internal comment etc.
Creating more work for yourselves.
J
Joseph Migrala
I agree. If a document is added to a note it should automatically go into the documents tab as well.
K
Kristine L'Estrange
Yes this is such a good feature request. For a full features crm we need this feature. This was one I used heavily in activecampaign
H
Henry Gilliam [Agency]
Since we can upload docs & photos to contact fields,