linking documents
Please allow us to link a document to multiple activities without creating duplicate documents in that clients contact record. For example, If I have one document and I need to Link it to 3 separate activities for that same client, then it saves it 3 times in the documents tab.
Laura May
shared this idea
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William
commented
This is a great idea that should really be looked at. It was a little confusing when I described to a Redtail Service Rep and as the above request did not receive a response, I am going to explain a little more specifically.
-As requested and completed, Redtail saves docs in activities to the contact's document section.
-If I have a doc that I want 3 different members of my team to see and work on in different capacities, I will create 3 activities one for each member to eliminate any confusion on who is suppose to do what. Then I link the doc to each activity.-When I link the doc to the first activity it will save as the name of the pdf. For example "statement.pdf"
-When I link the doc to the second activity it will save as "statement(1).pdf"
-When I link the doc to the third activity it will save as "statement(2).pdf"
-If I look at the contact's document section, there will be 3 docs that are all the same thing but called "statement.pdf", "statement(1).pdf", and "statement(2).pdf"
-There should be a way to only upload the doc 1 time to eliminate the unnecessary clutter.I was thinking when you press Add for Linked Documents, there can be another button like the "Add files" that says something like "Choose from Contact's Documents"
Thank you for the time.