Add documents to a contact record from the mobile app
It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Michael S. Reed commented
I totally agree with this comment. I need to be able to upload photos from my iPhone into Redtail app