Folders for Attachments
So that they aren't all bunched into one clump. Even though you can add the type from the drop down menu, you still have to search through a large amount of files to get to the one you want.
Organize your attachments by setting the File Types in your Settings. This allows you to essentially create Attachment categories to organize your documents, files, and photos.
Then when you’re on the Attachments grid for a certain contact or job, you can filter the list to see a specific category. This filter is accessible by clicking the Double Arrow (<<) to the left of the “Add Attachment” button.
We have plans to implement more ways to manage files in JobNimbus, but this is a great way to start!
Dave V. commented
I'm in agreement with the other comments on this thread. I understand how you are saying to do it, but it would make life much simpler if there was a spread of folders to house the documents. Drag and drop files into them would be awesome!
It would be better to have folders within the attachment area. That way you can have one folder for photos, one folder for documents, one folder Misc. It would organize that area so much better
Looking for a Dropbox style file system integrated in to the system. Although i can categorize file types and filter it is a little cumbersome as one customer can have multiples of document types that would be better suited in a file system.
we have BEFORE photos and AFTER Photos that would be easier to categorize within a file folder system.
When uploading documents and photos, they all show in the same list. Please create a separate tab for photos. If I upload 30 photos, I have to page past all of those to get to my documents.
I like that you can filter but I don't want to see 100+ pictures....I would like to have ALL photos in 1 main folder
it would be much easier if it would be possible to create folders with file names so You can go directly to folder You looking for instead of having to do filtering thru double arrow