View Documents on Contact Record
planned
M
Mackenzie Zera
On Desktop for GHL, you are able to upload and view Documents (right side panel, next to Activity/ Task / Notes / Appointments). But when on Lead Connector mobile app, you are unable to view Documents or upload Documents to contact records. Please add this feature to the mobile app so we can see all contact information from phone.
Log In
U
Urvash Singh
planned
J
Jakin Harper
Not only would this improve admin work, but it may even allow WFs to associate existing/sent/signed docs. If they do a good job with the API, we can even have AI send, create, or review the status/details of a contract.
C
Carla Massey
Please add the option to add an image(s) from the mobile app. This will be the deciding factor as to whether we can make Genie work for us as a business. Our Techs all use the app version and this is currently a massive pitfall. thanks.
U
Urvash Singh
under review
S
Sam
Yes, please add this feature!
G
Garrett Herrmann
yes we need a way to upload documents to documents form the mobile app it would make a huge difference when on the go or not by desktop computer please add this feature
S
Sam Newman
Agreed, and to make it even better, have the ability to restrict the documents and notes if needed. Restrict by profile (account admins vs staff) or by individual staff members. Default would be they're public but for more sensitive documents and/or notes restrict them accordingly from others. Many use cases for such a feature for many different business types.
G
Golden Concrete Resurfacing
Yes, this feature would be very helpful for my contraction business where we attach pictures of clients garages to the portal but want to be able to see them on mobile