I would like to create a task, against a customer. Which is fine. I was looking for the ability to upload a document against the task and unable to find that.
We have a Sales Team that on a 3 yr cycle arranges to meet customers whose machines due for renewal. We have a PDF form that we fill in, detailing what they have recently had a demonstration of, to replace that old machine. I would like to attach that document to the task so on the anniversay the task appears and the Sales Team can see the document and what was demonstrated, the date, the serial number, the conditions
I did consider creating a form, but our dealers and the customers will not use an electronic form. That is never going to happen