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
Merged in a post:
Upload and Take a photo for a document in mobile app
S
Simo Saad
I need to be able to upload documents or take a photo for a document using camera and add it to a contact in CRM using the mobile app.
I work with a clinic that wants to use a mobile camera to take photos of patients' documents.
S
Simo Saad
Merge: upload and take a photo for a document.
I
Ian Whitmarsh
My client has been asking about this for weeks. Would be very useful
U
Urvash Singh
Merged in a post:
File Upload link not on mobile app?
C
Chris Licause
My client needs to be able to upload pictures of job sites while out in the field to the Contact record. Works on desktop, but not mobile app right now. This is a problem for me selling this service to my customers, hopefully it can be addressed sooner than later. Thank you.
HIGHLVL-I-3343
S
Summer Sage Shaw
I need to be able to upload documents or take a photo for a document using camera and add it to a contact in CRM using the mobile app.
S
Summer Sage Shaw
We need to be able to upload documents or take a photo for a document using camera and add it to a contact in CRM using the mobile app.
S
Shawn Moser
Me too. Also ability to add the image/file from inside a task creation. Think punch list at a job site. Take picture of thing to fix and create a task for it.
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.
Load More
→