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.
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.