Accessing documents in Activites using mobile app
Our firm travels and we rely heavily on the CRM app. We love the feature of adding documents to an activity, but figured out the hard way that you can not access those documents via the mobile app. It would be great if Redtail can update the mobile access to be able to access all documents that are attached to the activities.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!