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SCroft
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Member since ‎Oct 5, 2022
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Sarah Croft

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Activity

LukeAtAkitaBox on September 04, 2019
It would be helpful if attachments could be renamed once uploaded. This helps if there is an addendum or renewal to a contract and previous contracts need to have a more specific name.
62 upvotes
48 Replies
Member
November 23, 2022
Yes please!
ghrs123 on August 31, 2021
We need to have a way to rename client attachments because otherwise we have to download things that clients send, rename them and them upload them. Its a huge waste of time. Clients often name attachments they send with random words or numbers read more
16 upvotes
6 Replies
Member
November 23, 2022
Yes please!!!!
RMejia on December 16, 2021
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show read more
123 upvotes
36 Replies
Member
October 05, 2022
Yes please!
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