Attaching a document to a note... Idea posted COMMUNITY-I-4641

Valued Contributor

It would be nice if we could attach a document to a particular note that we are putting on a customer or location page instead of having to go through all of the attachments to try to find the one that goes with that note. For example, we received a letter from an account about the sale of an apartment community and it would be great to attach it to that note rather than by itself, that way we could just open it and look at it if we needed to as we read the note.


ServiceTitan Certified Provider
ServiceTitan Certified Provider

@dwhite45, thanks for sharing the upvote link! 💡