Ability to Select Attachments From Related Contact/Job When Emailing
I want to be able to send my sub-contractor an email with an eagleview report from multiple other contacts that are my customers in JobNimbus as attachments. I can see the eagleviews under my sub-contractor's "Attachments", so long as "related" is checked, but when I try to send a note (note type: email) to my subcontractor and add the eagleviews by selecting "attachments" in the note options, I have nothing to chose from.
Anonymous
shared this idea
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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LeighAnn Lewis
commented
I second this request. We use both the customer and job status for each client. I feel it should be a no brainer that you are able to send email attachments in both the contact and job interchangeably. It stands to reason if I can see a photo when I relate them on the job or contact then I should be able to grab that same photo from an email in either job or contact. So yes please get this changed.